Where’s the recession?
Sorting through mixed signals from unemployment, manufacturing and credit
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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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