Last year, Katie and Ethan made a bet about when the Fed would cut interest rates. Today, as the first quarter ends and markets flatten a bit, it’s time for one of them to eat crow. As for the other, he or she will gloat, but in a measured, slightly backpedalling way that won’t be too embarrassing in the future. Also, we go long Liz Truss’s PR manager and short cicadas.
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Sam Bankman-Fried takes the stand
Why so down, S&P 500?
A massive GDP number
Is China a bargain right now?
FTX trial update
Japan’s new direction
Public problems for private equity
Three markets we’re watching
The Biden scorecard
The increasingly odd bond market
How high, and for how long?
The strong US dollar gets stronger
Well, actually: Our ‘Dumb Money’ movie review
Basis trade freakout (low key)
Bonus Interview: Robyn Grew, Man Group CEO
Three IPOs test the market
A Tale of Two Housing Markets
Big win for Big Crypto
Good job numbers and a bad attitude
The central bankers’ rodeo
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