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Unhedged
Inflation narrative whiplash Premium content
...We’d split the difference: the rental market is somewhat strong, but not CPI shelter at 5 per cent annualised strong. Using month-over-month rates is helpful for comparisons here....
April 17, 2024
FT Alphaville
This Christmas, show the world how much you love Jerome Powell
...To mark this moment while it doesn’t yet feel like a mistake, we’ve added a festive Jerome Powell-themed design to our Redbubble store: — Jerome Powell, Christmas Saviour (black text)— Jerome Powell, Christmas...
December 15, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT Magazine
Alone in the Prado: behind the scenes in one of the world’s greatest museums
...Last autumn, I began each day in front of Joachim Patinir’s “Landscape with Saint Jerome”....
February 1, 2024
Unhedged
Is the term premium rubbish? Premium content
...Axel’s chart below shows, in dark blue, the term premium lagged five years and, in light blue, the how much more you’d earn holding a five-year bond over taking the short-term rate....
October 20, 2023
HTSI
The dangerous art of the freedive
...Jerome is Bourc’his’s opposite: bearded and teddy-bear-like, part surfer dude, part guru....
January 10, 2024
Special ReportWatches and Jewellery: April
The perfumers with a nose for fine jewellery’s rich history
...In 2021, Tiffany & Co released Rose Gold, composed by fragrance group Robertet’s Jérôme Epinette, the “nose” behind more than 200 fragrances, including Byredo’s Bal d’Afrique....
April 9, 2024
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, UK
ObituaryChita Rivera
Chita Rivera, Broadway star, 1933-2024
...She learnt on the job, working with revered choreographers, lyricists and composers such as Leonard Bernstein, Stephen Sondheim, Bob Fosse and Jerome Robbins....
February 3, 2024
Beer and spirits
Chinese whisky distilleries give western brands a wee dram of local flavour
...“Any player in the spirit world knows China is one of the key countries worldwide when it comes to spirit culture,” said Jerome Cottin-Bizonne, China head at Pernod Ricard....
March 4, 2024
Transcript
Transcript: Why inflation is sticking around
...Yesterday, Fed chair Jerome Powell hedged on exactly when they’d start to cut rates. Voice clip of Jerome Powell We believe that our policy rate is likely at its peak for this tightening cycle....
March 21, 2024
FT GlobetrotterTips from the top
Cult Danish fashion label Rotate: our perfect Copenhagen weekend
...We’re avid vintage hunters, so Jerome Vintage on Vesterbrogade is a must-visit....
December 18, 2023
US economy
When presidents lean on Fed chairs, everybody loses
...But it’s still interesting, and if you want to get into the weeds we’d highly recommend checking out the full paper....
November 15, 2023
Watches & Jewellery
Training ticks up as watchmakers look to plug skills gap
...The current deficit of resources extends to all jobs linked to watchmaking, according to Jérôme Cavadini, chief operating officer at Panerai....
September 1, 2023
Markets InsightJérôme Legras
The state might be encroaching too far on European banks
...Back in the mid-2010s, there was an old joke about banks’ excess capital: as a shareholder, you’d be a fool to believe it belonged to you, because it belonged to governments....
November 23, 2022
ReviewNon-Fiction
Michael Lewis on how Sam Bankman-Fried and FTX fell
...Instead I’d spent more than a year investigating one of the few that hadn’t,” he writes ruefully....
October 5, 2023
The Weekend Essay
Surrealism at 100: does it still have the power to disrupt?
...Varo’s “Harmony (Suggestive Self-Portrait)” (1956), a self-depiction as a mystic in a hallowed space, evocative of Renaissance depictions of St Jerome, fetched $6.2mn in 2020....
January 27, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Fashion
Rabanne joins Gen Z beauty race with cosmic cosmetics collection
...“Make-up is the new filter of the brand; it’s how we want it to look,” says vice-president for Rabanne Beauty Jérôme Leloup....
August 23, 2023
Transcript
Can Arm’s listing reignite the IPO market?
...On Friday, we’d almost reached this level and traders were sort of itching to take out this level. And then we can see what happens next....
August 22, 2023
Equities
US stocks jump after Fed announces smaller rate rise
...“There was some consensus prior to the meeting that the one area he’d try to push back on was the easing of financial conditions, but that was not the path he took,” de Pass said....
February 1, 2023
FT Magazine
No other investor has a life story quite as unbelievable as Li Lu
...It was practically unheard of for a fresh college graduate to strike out on their own, let alone to court high-profile investors such as Jerome Kohlberg, co-founder of the renowned private equity buyout...
September 7, 2023
US employment
Birth, death and BLS
...The crux of the problem is BLS’s Net Birth-Death (B-D) model, which is integrated into the CES....
February 13, 2023
Joe Biden
Biden in Ireland: ‘Your feet will bring you where your heart is’
...As he wrote in Irish president Michael D. Higgins’ visitor’s book on Thursday: “Your feet will bring you where your heart is.”...
April 14, 2023
Due Diligence
The institutional investors souring on China Premium content
...Abu Dhabi Investment Authority has promoted Jerome Mourgue d’Algue to sole head of private equity following the departure of his co-head Sherwood Dodge, per Bloomberg....
June 1, 2023
ObituaryWalter Mirisch
Walter Mirisch, film producer, 1921-2023
...“He achieved so much in life and in the industry — if you live to be 101 and produced The Apartment, I’d say it’s been a good run.”...
March 4, 2023
Investment research
Why your financial conditions index sucks
...Everyone has them, they’re not as unique as you’d think, and people are much more enthusiastic about studying their own than anyone else’s....
March 21, 2023
Transcript
A different way to understand the US economy
...So do you think that Jerome Powell should just be sitting looking over bank earnings to decide what to do with rates going forward? Robert ArmstrongWell . . . I’ve . . ....
July 26, 2023

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