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The Sahm rule was triggered. Is a recession near?

Felix Jauvin interviewed Sahm rule inventor Claudia Sahm to unpack signals of a nearing recession - Read

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Recession vs Rebound Debate

This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market.

Watch or listen to On the Margin on YouTube, Spotify or Apple.