Bringing down inflation can cause massive recessions. But three indicators suggest that this time it might be coming down without there being a crash. Today on the show, we look at how the latest CPI, real GDP, and consumer confidence numbers suggest the economy could be on the golden path to the mythical soft landing. Also, we go long robber barons and short broken glass.

For a free 90-day trial to the Unhedged newsletter go to:

Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter. You can email Ethan at

Read a transcript of this episode on

View our accessibility guide.

Copyright The Financial Times Limited 2023. All rights reserved.
Reuse this content (opens in new window) CommentsJump to comments section

Follow the topics in this audio


Comments have not been enabled for this article.