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Jurrien Timmer: The Trade For A 2023 Recession

The Macro Trading Floor

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Is There a Recession in the Bond Market?

Bonds are rallying and if you look at equities in sort of all the titties you adjusted terms They're not following suit. Consumer staples It's doing well Health care is doing well pretty defensive stuff, right? while very cyclical stuff is currently taking a beating Energy is taking a beating over the past few weeks here. Banks have taken a beating as well And of course technology is never a a good place to hide when When the cyclical Economy takes a beating  not that it's the sort of largest beat.

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