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Vibes vs data
Markets, investors and companies are all feeling a little bit jumpy about the state of the economy. Surveys of managers, consumers and investors are all grim. Today on the show, Rob Armstrong and Aiden Reiter take a look at those soft numbers and compare them to hard numbers such as the Job Openings and Labor Turnover survey and try to figure out what’s really going on. Also they go short Indonesia’s plan for a sovereign wealth fund and short the president’s plan for “liberation day”.
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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.
Read a transcript of this episode on FT.com
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Published on 8 months, 3 weeks ago