What's Right: Equity or Bond Markets?

The video discusses the resilience of the equity market despite economic indicators, highlighting the bond market's recession signals. It examines market breadth, small cap performance, and the cautious outlook on market prices. The impact of earnings season and market signals is analyzed, with a focus on recession risks and investment strategies. The role of bonds and cash in a recessionary environment is also explored.

How do rising sales figures relate to the likelihood of a recession?

What factors should investors consider when looking for safety in their portfolios?

In what ways might bad news and good news be interpreted differently in the current market?