Hints and tips:
...Email me: ethan.wu@ft.com....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Will China be forced to stimulate?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m reporter Ethan Wu here in New York....
...Posen: What I call China’s structural problems are very different than what, say, Michael Pettis or Adam Tooze call China’s structural problems....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
...Email us about something else: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Additional help by Michela Tindera, Cara Shillenn, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez....
...(Ethan Wu) One good read The voters, not the politicians, are the (fiscal) problem....
...This, as I understand it, is one upshot of the work of people such as Atif Mian, Ludwig Straub and Amir Sufi; and Michael Pettis and Matthew Klein....
...(Wu & Armstrong) One good read China’s mosques....
...Let us know your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
...Reason 1 above is simply wrong, says Michael Howell of CrossBorder Capital. Many investors who hold bonds to maturity still pledge them as collateral....
...(Ethan Wu) One good read The author of a new book on FTX takes some shots at Michael Lewis, who also has an upcoming book on FTX....
...Ethan Wu Would you like to write about FTX? Could I interest you to a Michael Lewis book adaptation? Lauren Schuker Blum In fact, we’re doing one, but not that one....
...But after 2020, we’ve seen SOEs improving,” said Winnie Wu, a strategist at BofA Securities in Hong Kong....
...Hopes of a cameo in a Michael Lewis book? Any of this is enough to set the SEC sniffing around....
...We are keen to hear readers’ thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read The liberal whisperer....
...Michael Howell of CrossBorder Capital, for example, points to Treasuries’ disappearing term premium....
...(Ethan Wu) One good read SOS: save our sperm....
...(Ethan Wu) A reply on bank capital There were quite a few lively responses to yesterday’s piece on the bank capital proposals from the Fed’s Michael Barr....
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