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...Email with better news: robert.armstrong@ft.com....
...talk to us....
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...And that takes us to the regulatory issue....
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Robert Armstrong(Laughter) Well, we have a rate differential. How about that? How’s that an answer? So the rates are gonna be high in the US and low in Europe and something’s gonna happen....
...Email me while the good times last: robert.armstrong@ft.com....
...The Fed likes to be very, very, very steady and they really tell us way ahead of time what they’re going to do. Robert Armstrong I guess Powell said there’s two reasons....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Meanwhile, email me your thoughts: robert.armstrong@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....
...Meanwhile, email me: robert.armstrong@ft.com. The Fed is stuck, and so are stocks I won’t flatter myself with the notion that Unhedged is its readers only source of financial news....
...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....
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...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....
...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....
...You mentioned US versus ex-US. There’s also the fact that the UK is full of smaller companies relative to the US....
...What is the long end trying to tell us? We try our hand at an answer below, but do chime in: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...[MUSIC PLAYING] One of the biggest US debuts in quite a while, it’s generated a lot of attention. And the question really for Reddit is, is it a good business and can it survive in Meta’s world?...
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