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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
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...I’m reporter Ethan Wu here in the New York studio, joined by supercompany analyst Robert Armstrong. Robert ArmstrongI think of myself as a supercompany, period. Supercompany Rob Armstrong....
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...This bit of received wisdom was crystallised by Edward Leamer’s funny and well-argued 2007 paper, “Housing IS the Business Cycle”....
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...Email us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. And, if you are in the US, enjoy the first long weekend of summer....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Wealth effects The bear market in risk assets has been caused, in some part, by fear of a Fed-induced recession....
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