Where’s the recession?
Unhedged13 Kesä 2023

Where’s the recession?

The US economy remains confusing. Markets continue to predict a slowdown but unemployment remains low. Today on the show, we try to figure out what job numbers, manufacturing and credit can tell us about a possible recession and an end to rate rises. Also, we are long the bros at Three Arrows Capital (sort of), and the US stock market.


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Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter.


Read a transcript of this episode on FT.com

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