Hints and tips:
...knows that the equipment from Samsung or SK Hynix ends up in sanctioned Chinese fabs like [those of] SMIC or YMTC, it would not be good for the relationship between the US and South Korea,” said Gregory Allen...
...“The goal is to choke off China’s access to the future of AI,” said Gregory Allen, an AI expert at the CSIS think-tank....
...But since the Bank of England began QT in February 2022, global central bank balance sheets have been trimmed aggressively....
...(Ethan Wu) Apple lawsuits: different this time?...
...Some argue Tesla may be caught up in a global EV bust that is only just beginning....
...Ethan here; Rob’s off this week. The next few days are stuffed with Fedspeak, including the open market committee’s January meeting minutes on Wednesday....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Reserving judgment on inflation Markets took yesterday’s hotter-than-expected CPI inflation report hard....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
...The ISM manufacturing PMI measure is in conflict with S&P Global’s October manufacturing survey, which posted a nice round 50....
...The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music....
...(Ethan Wu) One good read How the US could respond to Iran....
...But feel free to email us anytime: robert.armstrong@ft.com and ethan.wu@ft.com. Past performance, future results, and all that So here’s a bad idea....
...Share your economic prayers with us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Laughter) Ethan Wu Who is Lily Allen? Katie Martin OK. She’s a Brit. Robert Armstrong That explains why no one knows who she is....
...Pfizer and BioNTech will dispute Moderna’s ability to withdraw the pledge when it did, given the World Health Organization did not declare the end of the “global health emergency” until March 2023....
...Herb Allen, the president of Allen & Co, the PGA Tour’s adviser, is set to tee off on Pebble Beach on Thursday morning....
...If you’ve got an esoteric investment with high-dividend yields that we should write about, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. More good inflation news Fewer wild price swings makes inflation forecasting easier....
...If global investors read the YCC tweak as one more sign that the deflationary era is ending, that will be good for stocks. (Ethan Wu) One good read Bad things happen....
...Roger Aliaga-Diaz, head of portfolio construction at Vanguard, gave us four further reasons to suspect a higher neutral rate: The massive global fiscal impulse which was needed to restart the global economy...
...Its stock market is full of exporters, meaning faltering global growth can fast become earnings weakness for Japan Inc. A US recession could be especially vicious....
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