Recession Is on the Horizon, JPMorgan's Michele Warns

The video discusses the dynamics of rate cuts and their impact on the bond market, highlighting the shift in inflation data and its economic implications. It explores trends in bond investments, particularly in investment-grade and high-yield markets, and considers the potential for a recession. The discussion emphasizes the importance of understanding market indicators and investor behavior in response to economic changes.

In what ways are investors responding to the current bond market conditions?

What does the speaker suggest about the likelihood of a recession based on the recent survey data?