Hints and tips:
Related Special Reports
...Private innovation investment may follow suit: S&P 500 capex has picked up and US manufacturing capacity is growing at the fastest rate since 2008....
...If you take the Magnificent 7 out of the S&P 500, its multiple moves from 22 to 19. The S&P 350 is at 14....
...Jeffrey S Merrifield and his team at Pillsbury topped the energy transition category in the FT’s 2023 North America Innovative Lawyers Awards...
...The S&P is off 3 per cent. That’s not a sell-off, right? That’s caution....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Sonja Hutson Ethan Wu is a financial reporter for the FT and hosts the Unhedged podcast. Thanks, Ethan. Ethan Wu Thanks, Sonja....
...When the S&P 500 finally let Tesla join the index a few years ago, its stock soared....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING] Quick clarification....
...So far this week, the S&P 500 is off 2 per cent. More Federal Reserve officials are putting zero rate cuts in 2024 on the table....
...(Ethan Wu) One good read The post-Dalio Bridgewater turnaround isn’t going great....
...(Ethan Wu) One good read One problem with US politics: losing elections is too pleasant....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...Email me: ethan.wu@ft.com. Banks strike back against private credit The past year and a half has not been kind to investment banks’ syndicated loan departments....
International Edition