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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Curiously, though, the two-year yield was only up a smidgen. What is the long end trying to tell us? We try our hand at an answer below, but do chime in: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...There’s a lot of talk about what is going on here. Ethan WuYeah, it’s monopolist. Yeah. It’s been sued. Robert Armstrong(Laughter) Yeah. China. No no, no....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...I’m reporter Ethan Wu here in the New York studio, joined by my boss Robert Armstrong, who despite not being a Reddit user, has just written two articles. Robert ArmstrongBut you are a Redditor....
...Robert Armstrong I mean, some things that are, I should mention a couple though, like Unilever is kind of attractive relative to the big American like laundry detergent conglomerates. Ethan WuYeah....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...I’m Rob Armstrong in New York and I’m joined today by Josh Oliver in London....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...But you can still, as a company, get away with a lot more in the States than you can elsewhere. Ethan WuI sense an Armstrong American exceptionalism rant coming....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong is the FT’s US financial commentator Find out about our latest stories first — follow @financialtimesfashion on Instagram — and subscribe to our podcast Life and Art wherever you listen...
...Steady our nerves: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Philip Tetlock Philip Tetlock is one of the most influential social scientists in the world....
...But all anyone in our business could talk about was whether a new journalism model was taking root. Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com....
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. CPI: stuck If three data points make a trend, then US inflation looks stuck at 3 per cent....
...How Jay Powell talks about this problem is going to matter a lot. Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@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?”...
...Robert Armstrong Yes. I want to talk about a few other spooky things....
...Robert Armstrong That was a bad time to buy Chinese equities, OK. Ethan Wu It sure was. It sure was....
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