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...Robert Shrimsley, Miranda Green, George Parker, thanks for joining. Miranda Green Thank you. Robert Shrimsley Thanks, Lucy. George Parker Pleasure....
...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....
...Miranda Green So in a sense, he won. And that’s the point. Robert Shrimsley In a sense, he won. Miranda Green He wants to win . . . Robert Shrimsley The argument, yeah....
...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 drawing all over your psephological - I'm really sorry about that, Robert. But I think that's quite interesting in terms of this pitch....
...I think she said we weren’t pure capital-E establishment, more of what you called a “flying buttress” to it....
...A global manufacturing revival (see chart below), strong US employment and green shoots in Chinese activity data are lifting energy demand....
...ROBERT SHRIMSLEY: Yes, absolutely. MIRANDA GREEN: Assess their form. ROBERT SHRIMSLEY: Put the miles away. MIRANDA GREEN: Whether they've been-- ROBERT SHRIMSLEY: Miles away....
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Having been introduced on Tuesday as Robert Kennedy Jr’s running mate, Shanahan’s life will now be turned inside out. RFK’s third-party candidacy could split the vote in key swing states....
...As the chart below shows, throughout 2021 US liquidity and the S&P 500 marched up in lockstep (green and light blue lines)....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...To discuss all of this and more, Robert is here with me in the studio. Hi, Robert. Robert ShrimsleyHi, Lucy. Lucy FisherAnd also on the pod today is the FT’s Miranda Green. Hello, Miranda....
...And some green energy groups found sheep more trouble than they are worth....
...And, earlier this year, Turn2X had the ear of top EU policymakers, including German economy and climate minister Robert Habeck and European Green Deal leader Maroš Šefčovič, in a meeting at the Munich Security...
...Under this, the oil tanker group would use the proceeds from the Frontline transaction to buy CMB’s green energy business, CMB.Tech, for $1.15bn....
...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....
...“If we decide to start making positive green choices as a society, that will start influencing other people to make positive green choices,” Mardall predicts....
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...The sky is green, in a blistering display of the Northern Lights. Outside, the colours dance across the sky. They swoosh past in waves speckled with sequin stars....
...With me to chew it all over is my FT colleague Miranda Green. Hello, Miranda. Miranda GreenHello, Lucy. Lucy FisherAnd the FT’s Robert Shrimsley. Hi, Robert. Robert ShrimsleyHi, Lucy....
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