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...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Armstrong here, back after a week in California....
...I could really recommend some Bulleit Bourbon to age you in your quest to close the UK discount. [MUSIC PLAYING] All right, Rob, we’ll be back in just a moment with Long/Short....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Powell is tantalisingly close to securing the soft landing, and his legacy. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...If you’re the hacker, claim credit: robert.armstrong@ft.com and ethan.wu@ft.com. Value revisited: where are the cheap stocks?...
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Well, this is one that may be close to Rob’s heart. Brian Gardner asks, shouldn’t options trading be regulated as gambling? Robert Armstrong Oohhh, that is close to my heart....
...UK stocks are trading close to a record discount relative to their Wall Street counterparts . . ....
...And anyone who kind of gets anywhere close to kind of possessing a piece of it must be deeply flawed....
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...They will say what they need to say to close the sale....
...That means with the Move index at 100, the market thinks we’ll move 6bp close-to-close every day for 21 trading days. That’s across the whole curve....
...The company is in trouble, and its problems do not appear close to a solution....
...Be careful out there, and email us: robert.armstrong@ft.com and ethan.wu@ft.com. A frozen spring for US housing The US economy continues to beat expectations and risk assets are doing great....
...That’s a wildly imperfect comparison, but it’s close enough to show that 15 years into its existence, Uber’s profits still look nothing like a technology company’s (Alphabet and Meta’s returns are close...
...Robert Armstrong(Laughter) Oh, Miami. That’s another question. Ethan WuAll right, Rob, thanks for being here. We’ll have you back soon....
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