China Tariffs Delay a 'Head Fake' in Trade War, Analyst Shellady Says

Scott Shellady discusses the impact of trade talks on the agricultural sector, expressing skepticism about the likelihood of a deal. He notes the muted reactions to news in the sector over time. The conversation shifts to economic indicators, particularly the inverted yield curve, which traditionally signals a recession. However, Scott argues that due to changes in the financial landscape post-2008, such signals may not be as reliable. He emphasizes that despite global negative rates, the US is not necessarily heading into a recession.

What are the signals Scott Shellady mentions regarding a potential recession?

How does Scott Shellady view the impact of central banks on market pricing?