The US Ban on Companies in China Allegedly Using Forced Labor

The timing on this US ban on companies in China allegedly using forced labor is not particularly good. Wall Street firms are suggesting perhaps the threat of recession has eased however some big bond managers like Fidelity and Ollie Eons are saying that thinking risk a grave error. Bond firms are sticking with their forecast for an economic downturn and they are advising hedging on any bets related to risk assets I wonder if we could get get some sort of surprise here because we got one from the Bank of Canada right and also from the RBA  they will talk kind of tough almost telling us that July is likely.