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...You can email Ethan at ethan.wu@ft.com. Read a transcript of this episode on FT.com...
...I have a high allocation to the United States because my United States exchange traded funds have outperformed everything else I got....
...The majority of economic dislocation in terms of employment in the United States has been technology-driven....
...Katie, I don’t know if I’m exactly long or short this, but our columnist Patti Waldmeir had a great piece in the FT recently about “cicada-geddon”, the onslaught of cicadas coming to the Midwest United States...
...And you know, similarly, you look at big banks, you look at Barclays and Citigroup in the United States, Barclays in the UK, Citigroup in the United States....
...So I wonder if there is a real shift in the demand picture, at least in the United States, at a moment when Chinese manufacturers are just churning these things out at very attractive prices....
...A lot of people in America drive to work. There’s not that much public transit. That’s how you get around. You see family or friends....
...Citi, JPMorgan and Bank of America have all gotten in....
...I was like blown away by this number that was in a recent Bank of America research report....
...Pemex, Mexico’s state-owned oil company, is curbing exports as part of a self-sufficiency push....
...The fact is we don’t have enough housing units in the United States....
...Is this just going to be the new state of play in corporate boardrooms? Ortenca AliajWell, this is the prediction, right? The fear really here is for companies....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Perhaps this seeming naivété telegraphs concern over the parlous state of New York’s own finances and sets the stage for the looming need to deal with roughly $200bn owed by the state, its authorities, and...
...Deng Shiqing’s oil painting of a woman collapsed on the beach shows a sense of humour, while Zoe Papini’s monochromatic portrait of Dante pulls at your heart....
...I had a good grounding through my brother, Günther Uecker, who was one of the three founders of the Zero group, a collective of artists who were interested in light and motion....
...Bank of America had a recent note where they’re predicting a great rotation from cash into stocks. And this is . . ....
...One reason for moving to the Sunshine State was money....
...An additional $447bn of investment has since been announced in 83 separate projects across 25 states....
...Races are held throughout the year across the United States, and four-driver teams pay $1,775 to enter....
...the state’s Regional Economic Development Council....
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