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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...I don’t want to suggest that Powell managed to jinx the market. Rather, his comments may have represented peak optimism....
...Powell is tantalisingly close to securing the soft landing, and his legacy. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Perhaps a reader can explain how things have changed: robert.armstrong@ft.com....
...But on both counts, Powell pointed to good news....
...How Jay Powell talks about this problem is going to matter a lot. Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...We’re wondering to what degree Jay Powell will acknowledge slowing pace of disinflation, and what he will attribute it to. Send me your thoughts: robert.armstrong@ft.com....
...Powell’s press conference reinforced this picture....
...So nobody wants to be Arthur Burns, least of all Jay Powell....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...Help us replenish it: robert.armstrong@ft.com and ethan.wu@ft.com....
...We’ll be watching how chair Jay Powell frames the argument in his press conference, where he speaks for the whole committee....
...The crash suggested the protection around the bridge’s piers — or main supports — from ships was “inadequate”, said Robert Benaim, a fellow of the UK’s Royal Academy of Engineering....
...If this is the case, then the increase in r is not such bad news, as it comes with an increase in g....
...Robert Armstrong Yeah. [MUSIC PLAYING] Michela Tindera Our next question is from a listener named Mike Powell. His question is: what is your single biggest investment regret?...
...Now, but the real point, the most salient point for this discussion is not what Jay Powell said or what we heard him say, but what markets heard him say....
...He was later cleared of any wrongdoing, as was Powell himself....
...“Powell wrote the epitaph [this week].”...
...The jobs number buried it,” said Robert Tipp, chief investment strategist at PGIM Fixed Income....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. An appropriately humble Fed Jay Powell’s dislike of the summary of economic projections becomes clearer with each Fed press conference....
...Even Austria’s hawkish central bank governor Robert Holzmann said a change in rates “may be in preparation”....
...If you still think Apple is cheap, tell us why: robert.armstrong@ft.com and ethan.wu@ft.com. Are we there yet? Market moods and market narratives change quickly....
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