Summer’s nearly over, autumn is approaching, and the jobs numbers came in just right. So what are we worried about? Besides the slowdown in China, there are also concerns about the sagging bond market and a drought affecting the Panama Canal. Also, we go long the education and medical sectors and short … fried cheese.
For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer)
Follow Ethan Wu (@ethanywu)) and Katie Martin (@katie_martin_fx)) on Twitter. You can email Ethan at [email protected]).
Read a transcript of this episode on FT.com)
Hosted on Acast. See acast.com/privacy) for more information.
