China Slowdown Not Fully Priced Into Market, Macro Risk's Seksaria Says

The video discusses market concerns, focusing on the impact of a partial government shutdown and the potential for a recession. It analyzes recent market rallies, technical resistance levels, and the probability of a recession. The discussion includes the risks of an economic slowdown in China and the implications of Fed policy. The video concludes with an analysis of market expectations and bond market trends.

What are the main concerns regarding the economy mentioned in the text?

How does the current government shutdown impact the economy according to the speaker?

What are the implications of a potential bear trap in the market as discussed in the text?

What does the speaker suggest about the market's pricing in relation to a potential recession?

What is the speaker's perspective on the Federal Reserve's role in potentially causing a recession?

What factors does the speaker believe are not well priced in the market?

How does the speaker view the relationship between the equity market and the bond market?