Hints and tips:
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...If you think more expensive energy is a real threat to growth, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Goldilocks out of the woods?...
...Jason DeSena Trennert, managing partner at New York’s Strategas Research Partners and a longtime recessionista, sums it up in a recent note: “As Falstaff said, ‘discretion is the better part of valour’....
...This transition takes time, so the economist Jason Furman uses private market rental data to simulate where core inflation will settle once CPI finishes catching up....
...Jason Gursky, who covers Boeing for Citigroup, walked me through the maths in a somewhat more disciplined way....
...(Armstrong & Wu) One good read Janan Ganesh on why conservatives are always behind in the culture wars....
...We are keen to hear your thoughts on either: robert.armstrong@ft.com & ethan.wu@ft.com....
...As Jason Bordoff, director of Columbia University’s Center on Global Energy Policy, explained to me, “today is not like 1973”....
...Let us know which side you are on: robert.armstrong@ft.com and ethan.wu@ft.com....
...Can you just give us an idea of is that mainly cost dependent, the $4 billion to $5 billion that Jason highlighted or is there a significant revenue dependency within that?...
...Wu, Ulla Johnson and Proenza Schouler)....
...If you have other ideas, send them: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us any time: robert.armstrong@ft.com and ethan.wu@ft.com....
...Jason Reid, author of Get Out of My Room!...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Matrix, reloaded The market rout last Thursday and Friday got many pundits thinking about capitulation....
...Let us know if you are, too: robert.armstrong@ft.com and ethan.wu@ft.com....
...Wu gown with a towering updo....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Euroflation After the eurozone printed record inflation yesterday, Tyler Cowen had some questions....
...To prove that Arm was aware of his plans, he asked an external lawyer, Jason Cheng at Dentons, to briefly show notes apparently from a board meeting where Simon Segars, Arm’s chief executive, had spoken...
...The economist Jason Furman summed it up in a chart we showed you last week: The standard story is, sadly, pretty accurate. But others are available....
...Analysis of OCC data by Jason Goepfert of SentimenTrader suggests that retail traders are also becoming a smaller proportion of overall options activity....
...Wu....
...Email us: Robert.Armstrong@ft.com and ethan.wu@ft.com. Mortgage bonds’ big moment You could argue that the most important price in the world right now is the US 30-year fixed mortgage rate....
...Jason Thomas, head of global research at Carlyle, wrote to argue that to see the relationship, it helps to look at just the very longest duration growth stocks....
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