Hints and tips:
...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. Shadowboxing with the term premium With 10-year yields now at 5 per cent, the rising term premium remains the talk of Wall Street....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Powell talks tighter financial conditions An economy in rude health buys a central bank time to wait....
...(Armstrong & Wu) One good read No one does media intrigue like Michael Wolff....
...But for now, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Trump’s second term We don’t write about politics much at Unhedged, because we don’t have political expertise....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed is done, probably The tightening cycle has come a long way in 14 short months, and yesterday, Jay Powell took stock....
...And in a show of how seemingly arbitrary stock market success was in 2023, eighth place overall went to Raymond Weir from Edinburgh, who randomised his selection and ended up with four penny stocks and telecoms...
...But if you have a crisp account of what’s going on, send it to us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Nasa asked Raymond Loewy to help turn the hull of the third stage of a Saturn V rocket into a home in which a three-man crew could live for three months at a time....
...Email us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Shameless plug: Armstrong is the guest on this week’s Behind the Money podcast. Listen in and subscribe!...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read Chat bots come for the sell side....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com....
...Let us know which you think is right: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read Japan can, and should, defend the yen....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The debt ceiling Last week’s tragicomic House Speaker election has caused a lot of anxious ink to be spilled about the debt ceiling....
...Email your picks for the round of 16: robert.armstrong@ft.com and ethan.wu@ft.com....
...A lot of it came from here (data from Ed Mills at Raymond James): Government spending, and in particular debt-financed government spending, has gone bananas since the start of the pandemic....
...Scott Armstrong won the CSM Chaumet Design Competition in 2017 while studying for his BA, and now works at Fendi after a long stint at Chaumet....
...and White’s h pawn queens. Chess 24581 Bh1! Kf4 2 Kg2! Ke4 3 Kg3 mate. Chess 24572457 1 Bb5! Resigns....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. We’re taking Monday off. While we’re away, read the FT’s Asset Management newsletter, which comes out on Mondays....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com The Fed doesn’t have a plan, and neither do you Jay Powell ruled out a plan the Fed never articulated, and markets rallied....
...Send your fabricated economic data our way: robert.armstrong@ft.com and ethan.wu@ft.com. Hot inflation, chill markets There’s no spinning it — June’s headline inflation reading was bad....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Jay Powell does not know what is going to happen Fed chair Jay Powell said nothing new on Wednesday....
...(Ethan Wu) One good read An explanation of why the rouble has appreciated under sanctions (H/T to @Gilesyb for pointing it out)....
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