Hints and tips:
...Robert Gordon’s The Rise and Fall of American Growth, which argued that the age of disruptive technology was over, came out around the same time....
...“We’re going to be in better shape than the rest of our competitors,” CEO Robert Isom said....
...Robert Stallard, analyst at Vertical Research Partners, said the changes were “probably a wise move by the Boeing board of directors . . ....
...(Wu & Armstrong) One good read How crypto gains are spent (hat tip Tyler Cowen)....
...(Ethan Wu) One good read Fed credibility helped inflation fall even as growth stayed strong, argues Tyler Cowen....
...The deal will primarily benefit Spirit through 2025, said TD Cowen analyst Cai von Rumohr, before shifting to favour Boeing....
...Thanks to Tyler Cowen for the pointer....
...Tellis, who is also Indian-born and raised, is co-architect with Robert Blackwill of America’s decision to assist India’s civil nuclear development in spite of the fact that India had recently become a nuclear...
...(A powerful argument along the same lines from the economist Tyler Cowen here.)...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Euroflation After the eurozone printed record inflation yesterday, Tyler Cowen had some questions....
...If you can make sense of it, write to us: robert.armstrong@ft.com and ethan.wu@ft.com. Also, listen to Rob talk about the Federal Reserve breaking things....
...“Demand is as strong as we’ve ever seen it,” American Airlines chief executive Robert Isom said during an April earnings call....
...One good read Forty concepts you should know (hat tip to Tyler Cowen for the pointer)....
...They join from Pfizer and Cowen Group, respectively. Wren House Infrastructure Management has appointed Philippe Busslinger as its chief executive....
...Cowen has recruited Mark Kelly as managing director and global head of alternative equity strategies for Cowen Execution Services based in London....
...“The current environment is more unpredictable and more volatile than anything we ever could have imagined,” Mr Parker and president Robert Isom wrote in a memo to staff....
...Robert Isom, president of American Airlines, told investors this month that its business traffic was “off 95 per cent or more”, while American Express Global Business Travel’s vice-president of public affairs...
...Debt has “paralysed” Neiman Marcus’s potential growth, adds Robert Burke, the chief executive of retail consultancy Robert Burke Associates....
...As Tyler Cowen and Robert Gordon have argued, high postwar growth resulted from special factors such as the reconstruction of bombed cities, the resumption of trade after its collapse during the Depression...
...On the subject of oil, here’s an interesting question from Cowen & Co. The answer’s no. The M&A screen also says no....
...Both sides could agree to return to a document cobbled together this spring as a basis to proceed, said Chris Krueger of financial services company Cowen Group....
...And check out this review of economist Tyler Cowen’s new book which is a robust defence of the pursuit of profits....
...Cowen pharma analyst Ken Cacciatore isn’t entirely convinced of the merits of the deal. Why?...
...Robert Lighthizer, the US trade representative, suggested in a statement that the new tariffs on EU goods would be justified because of Brussels’ failure to comply with WTO rulings....
...Secondly, UTC’s financial department already has its hands full with the spin-offs and the merger “adds complexity to an already complicated set of transactions”, according Cai von Rumohr of Cowen....
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