Bond Investors Worried About A Recession; Trend Growth Has Been Slowing Everywhere since GFC…. Credit Suisse Strategists – We Are Close To The End Of The Tactical Rally

We Are Close To The End Of The Tactical Rally – Credit Suisse strategists
via reuters pic.twitter.com/AJ1UwZceS3

— *Walter Bloomberg (@DeItaone) February 18, 2019

China’s slow down in a picture

UGLY! pic.twitter.com/rRUDdk5UhK

— mcm-ct.com (@mcm_ct) February 18, 2019

Sales of vehicles in China in January -15.8% y/y (prior -13%) https://t.co/zQyoPEfdgl

— investingLive (@investingLive_) February 18, 2019

As Wall Street rallies on US-China trade hopes, bond investors may be worried about a recession

• Stocks have been euphoric about the potential for a trade deal between the U.S. and China, but the bond market has been acting gloomy and has been more focused on uncertainty and the chances for a recession.
• Buyers have been flocking to both markets for different reasons, and analysts say ultimately one of them will be right.
• The Fed’s signal that it could hold off on interest rate hikes has been a factor behind the stock market’s rise, and relatively low bond yields, which move opposite price.

Electronics exports from Singapore – the global hub of fabrication – plunge 15.9%, worst in 5 years.

This is not just China – global trade has fallen off a cliff pic.twitter.com/Nt7riam5qi

— zerohedge (@zerohedge) February 18, 2019

https://twitter.com/DavidInglesTV/status/1097304120803741697

Long-term real global GDP growth forecast is at a historical low despite the move towards zero interest rates, the large expansion of central banks’ balance sheets and the substantial fiscal expansion in the US, Goldman shows. Trend growth has been slowing everywhere since GFC. pic.twitter.com/5noq8V2bjD

— Holger Zschaepitz (@Schuldensuehner) February 17, 2019