Fixed Income Market Telling Us Recession Coming: Briscoe

The video discusses the current state of the Treasury rally, inverted yield curves, and the potential for a recession due to the Fed's actions. It highlights the global economic slowdown, particularly in the US, Europe, and Asia, and the impact on the tech industry. The discussion shifts to China's economic outlook, focusing on market trends and supportive measures. Investment strategies for US and China markets are explored, emphasizing the shift from shorting the US to being long on China. Opportunities in fixed income and high yield markets are identified, with a focus on diversification and carry. Finally, currency strategies and investment in short-dated investment-grade debt are discussed, with a preference for the US dollar amid recession predictions.

What strategies should investors consider in the current fixed income market, particularly regarding US and China bonds?

What factors are contributing to the current performance of the property market in China?

How do trade deals in Asia affect inflation and economic stability in the region?