Hints and tips:
...In the meantime, email me: ethan.wu@ft.com. Friday interview: Armen Panossian Credit markets are booming....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Email us about something else: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Ethan Wu) One good read Raging Bill....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...(Ethan Wu) One good read The secret to making good market calls is not making too many of them, writes Howard Marks. As they say in baseball: wait for the fat pitches....
...(Ethan Wu) Fin de siècle or just a cycle, revisited (with Howard Marks) Some months ago Unhedged posed this question: After this period of acute inflation ends, will we return to something like the pre-pandemic...
...Howard Marks would like the financial press to ditch these sorts of not-always-meaningful calendar comparisons. Should we? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email me: ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com....
...A recession or slowdown could bring them down further still (data courtesy of S&P’s Howard Silverblatt): Must margins necessarily mean-revert?...
...One good read Howard Marks on markets’ sea change....
...Email me: Ethan.Wu@ft.com. Are oil shocks inflationary? Shock and awe might not describe Russia’s invasion of Ukraine, but it certainly fits the reaction in commodities markets....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Earnings season so far Before getting to the gory details, some context. Earnings growth is cyclical....
...Email your thoughts to me at robert.armstrong@ft.com or to Ethan at ethan.wu@ft.com Too-happy holidays I’m not really sure what makes the market go up or down, which is embarrassing, because I have been...
...In the meantime, send us an email: robert.armstrong@ft.com or ethan.wu@ft.com The Fed: there is nothing to read between the lines Jay Powell’s Fed is nothing if not transparent....
...Discussions with Anbang, the Chinese insurance group, came to a halt some time before its flashy chairman Wu Xiaohui landed in a Chinese jail....
...Howard Wang is a portfolio manager for Greater China, and Jennifer Wu is a client portfolio manager at JPMorgan Asset Management...
...Wu was detained in July and since then China’s insurance regulator has been calling the shots....
...Jefferies has hired Jun Wu from JPMorgan Chase to lead the firm’s healthcare coverage, Bloomberg reported, citing unnamed sources....
...Harrelson immediately orders an adaptogenic latte (the menu reveals that its ingredients include reishi and chaga, two types of Chinese mushroom, and the ho shu wu herb)....
...Dr Zhikun Wu, from Kunming Institute of Botany, identified the true gentians from the Gentiana szechenyii....
...Possessing a construction and architecture background, he partnered with Howard Chao and Geoff Howell to form ReDesign Furniture Company. He explains, “So we have a low-cost business model....
..., by Mo Yan, translated by Howard Goldblatt, Seagull Books, RRP£19.50, 440 pages The winner of the 2012 Nobel Prize in Literature offers a Kafkaesque depiction of Chinese village life corrupted by greed...
...Wu Xiaoling, vice governor of the People’s Bank of China, said that the prospect of the Federal Reserve lowering US interest rates would strengthen the renminbi’s position against the dollar in 2007....
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