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Traders Bet On Hard Landing As US Economy Freezes Over
The US economy's slowing.
I assume that's obvious, but just in case, the evidence continues to pile
Traders are optimists! They are betting on a hard landing. A better bet may be on hard landing plus inflation.
Other traders are even more optimistic. E.g. corporate and high-yield spread traders, equity traders.
Sounds like Trump and the trumpettes still, as of Liberation Day -1, don’t know what tariff regime they will announce come L Day.
Investors, or at least some of them, seem to be betting that April 2, 2025 will be the peak of tariff uncertainty and thus the bottom of the (equity) market.