Hints and tips:
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...Email us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. The US housing market and the substitution effect Single-family homes are expensive....
...Rick Rieder of BlackRock makes this point in a recent note....
...Here’s chief executive Rick Dreiling speaking to analysts: The consumer continues to be under pressure....
...We asked Rick Palacios of John Burns Real Estate Consulting what has driven the homebuilder rally....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read That infamous slap seems to be helping Chris Rock’s career. Good for him!...
...Email your picks for the round of 16: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The blowout jobs report and the disorienting economy Unhedged is feeling confused about the economy. Is it firing on all cylinders?...
...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....
...Email me: robert.armstrong@ft.com. Housing: even worse (so, better?)...
...(Armstrong & Wu) One good read Was anyone actually cooking their chicken in NyQuil?...
...Thanks for reading — Justin PS Join FT journalists, including Unhedged’s Rob Armstrong, and guests later today for a subscriber-only webinar on the collapse of Silicon Valley Bank and the fallout for the...
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com What, if anything, comes after 60/40?...
...So while I’m hugely supportive of Poland and Ukraine’s fight against Putin, I remain ever wary of glorifying these places.” — Rick Soloway, New York, New York...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Chill(er) inflation is nice The inflation climbdown starts now....
...Email us: Robert.Armstrong@ft.com and Ethan.Wu@ft.com. House price inflation One of the worrisome things in last week’s inflation report was a tick up in rent....
...As Rick Rieder of BlackRock pointed out, we are at 98 per cent of pre-Covid private employment levels....
...Email me at robert.armstrong@ft.com or Ethan at ethan.wu@ft.com. What kind of real estate bubble is this, anyway?...
...Email me: robert.armstrong@ft.com The ‘policy mistake’ mistake Things have been pretty wild in bond markets recently....
...Email me: robert.armstrong@ft.com No one fears the Fed When the Federal Reserve makes an announcement, we interpret what it means through the lens of the market response....
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