Unhedged podcast: 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. Subscribe to the Unhedged newsletterFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter Hosted on Acast. See acast.com/privacy for more information.