Hints and tips:
Related Special Reports
...The £515mn increase in debt at Kemble has pushed the group’s consolidated borrowings to over £18bn, having risen from just over £15bn as of March 31 2022....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...The capital markets issue has risen up the EU agenda. At a recent summit in Brussels, Germany’s Chancellor Olaf Scholz spoke of developing EU capital markets as a top priority....
...But it is clear Starmer will not engage in this debate aside from reminding voters of how far taxes have risen under the Tories. Can Hunt and Rishi Sunak force Labour on to this territory?...
...By contrast, in the past four months longer-term earnings optimism has risen....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...But Robert Ryan, BCA Research’s veteran energy strategist, takes the other side: “History says it’s been a bad bet to go against Saudi....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. CPI: stuck If three data points make a trend, then US inflation looks stuck at 3 per cent....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Lucy Fisher And columnist Robert Shrimsley. Robert Shrimsley Hi, Lucy....
...The two-year Treasury yield has risen more than 20 basis points in the past week, to 4.71 percent. Probably this just a meaningless short-term blip....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Errata Yesterday, I carelessly wrote that assets in US money-market funds had risen to $6bn; I meant $6tn....
...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....
...The risks have risen as international trade in goods has increased and ships have grown larger....
...Robert Habeck, economy minister, said Germany was seeing “increasing signs that the economy is gradually recovering and the outlook brightening”....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...Check out how much the stock market has risen on the back of this. Financial conditions have eased spectacularly....
...In the past month, the 10-year yield has fallen 40bp and stocks have risen 10 per cent. This makes sense....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed can afford to wait Inflation is down and unemployment remains low; markets need something new to worry about....
...Gasoil futures, the global benchmark, have risen 15 per cent from mid-December, to $845 a metric tonne, reflecting investors’ growing concerns that Europe will be squeezed by supply chain issues in coming...
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
International Edition