Hints and tips:
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...(Ethan Wu) Where does the carbon premium come from, if there is one? ESG investing aims to force changes in corporate behaviour that will promote the common good....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Powell talks tighter financial conditions An economy in rude health buys a central bank time to wait....
...Ethan here; Rob returns next week....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. An appropriately humble Fed Jay Powell’s dislike of the summary of economic projections becomes clearer with each Fed press conference....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Ryan Cohen got involved. And, you know, next thing you know, it’s to the moon. And it is in bankruptcy right now. Robert Armstrong Yeah, it to the moon or bankruptcy court....
...It’s Jenn Hughes here, filling in for Rob and Ethan. For those who love high-stakes drama and are already over New Hampshire, Tesla is reporting after the close....
...Wharton’s Ethan Mollick recently shared an old paper on the ‘blurry vision bias’, and how leaders talk in big grand sweeping ways that don’t really help align people to their mission....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed is done, probably The tightening cycle has come a long way in 14 short months, and yesterday, Jay Powell took stock....
...But if you have a crisp account of what’s going on, send it to us: robert.armstrong@ft.com and ethan.wu@ft.com....
...He purchased the Mavericks from fellow Dallas computing billionaire and former US presidential candidate H Ross Perot for a reported $285mn in 2000, and soon became one of the most recognisable owners in...
...Katie MartinYou’re missing Ethan. Robert ArmstrongYeah, it’s tough. Who’s gonna do all the work now that Ethan’s not here? Katie MartinWho’s gonna do all the work? It’s gonna have to be you....
...Baker Tilly secured a $1bn investment led by H&F in February. Buyers are spotting an opportunity that has played out inside their own industry....
...Email us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Shameless plug: Armstrong is the guest on this week’s Behind the Money podcast. Listen in and subscribe!...
...SSG’s co-investors include a who’s who of American billionaires, from New York Mets owner Steve Cohen to Atlanta Falcons owner Arthur Blank....
...(Ethan Wu) Alibaba, buybacks, and Ryan Cohen Ryan Cohen, a star in the meme-stock firmament, has bought a stake in Alibaba, the Chinese ecommerce giant, and is agitating for change....
...Send us your World Cup predictions: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed There was a very brief moment when it looked like the Federal Reserve had managed to deliver a surprise....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com....
...Japan, UK, US: S&P Global/Cips December purchasing managers’ index (PMI) for manufacturing and services UK: November insolvency figures and GfK Consumer Confidence Survey Results: Darden Restaurants Q2, H&...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The bear case Just as with yesterday’s bull case, we don’t necessarily endorse all of the arguments that follow....
...Let us know which you think is right: robert.armstrong@ft.com and ethan.wu@ft.com....
...Firewall #2 drew two crisis-era players, Dimon and Cohen, into action. Others, such as Apollo and Blackstone, which were active then, have also begun circling investments....
...(Ethan Wu) One good read Credit scores: what are they even good for?...
...The “three Js”, drawing on advice from longtime banking lawyer Rodgin Cohen of Sullivan & Cromwell, tossed around the idea of shoring up First Republic with additional deposits, reducing the likelihood of...
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