Citi's Levkovich Sees No Sign of Recession in U.S.

The video discusses the impact of Mexican tariffs and political unpredictability on markets, highlighting the erratic nature of trade policies and their effects on both equity and bond markets. It examines the bond market's serious response to potential economic slowdowns and recession fears, driven by continuous positive flows and attractive US yields. The discussion also covers the implications of tightened credit conditions and the fading complacency among investors regarding recession risks.

What implications might the tightening of credit conditions have on the economy?

What is the current sentiment regarding the possibility of a recession based on recent economic indicators?