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...Katie Martin(Laughter) Yeah. I’m sure we can manage it. Now, Rob, we wanna hear from our listeners, don’t we? Robert ArmstrongYes....
...That would be markets columnist Katie Martin and US financial commentator Robert Armstrong. Robert ArmstrongGreetings....
...I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
...Katie Martin I’m with Ethan on this . . . Robert Armstrong Agree. Katie Martin I think....
...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....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Robert ArmstrongI’ve got the obvious one, the S&P 7 versus the S&P 493. That is the Magnificent Seven versus the rest of the field....
...Ethan WuI’m sure those emails were from one Robert Armstrong. Katie Martin(Laughter) They weren’t. But I keep all of his in a special file. Ethan Wu(Laughter) Katie, why was I wrong? Riddle me that....
...Robert ArmstrongThe dots. Katie Martin . . . which includes the dots. Everybody loves the dots....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...The S&P 500 index halved. Around the Gulf war of 1990, oil doubled while the S&P 500 fell almost 20 per cent. Over time, the price moves have become less severe....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Hello, it’s Katie Martin here again, stepping in for Harriet Agnew while she takes a spot of “me time”. Fear not, normal service will return next week....
...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....
...Also we go long the rest of the S&P 500 and short AI chatbots....
...katie.martin@ft.com...
...Even banalities — a staircase, a door, a window — become “highly charged” in Lynch’s spaces, Martin notes....
...Martin....
...To answer this, the FT’s chief economics commentator, Martin Wolf, joined me from our London studio. So, Martin, Marie really has three questions here. So let’s begin with the first one....
...S&P Global’s flash eurozone composite purchasing managers’ index, which measures business activity across the bloc, rose to an eight-month high of 48.9 this month, up from 47.9 in January....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Arm really an AI stock? It’s been a big week for the chip designer Arm Holdings....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m reporter Ethan Wu here in the New York studio, joined from London by markets columnist Katie Martin, who loves complaining about passive investing. Isn’t that right?...
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