According to The Kobeissi Letter, the 10-year note yield has fallen to its lowest level since September 29th, indicating that despite an expected inflation rise to over 5%, interest rates are decreasing. This trend is interpreted as a key indicator that markets are pricing in a potential recession this year.

According to @KobeissiLetter, the market is indicating a potential recession as evidenced by a 65 basis point drop in the 10-year note yield over the past 11 weeks. Concurrently, annualized inflation metrics for 1 and 3-month periods have exceeded 4%. This creates a scenario where interest rates are decreasing while inflation is increasing, which is unusual and suggests economic uncertainty. Traders should monitor these indicators closely as they may affect bond and stock market strategies.

According to @KobeissiLetter, the market is currently pricing in a recession, as evidenced by the 10-year note yield falling 65 basis points over the last 11 weeks. Concurrently, 1 and 3-month annualized inflation metrics have increased to over 4%, indicating that rates are decreasing while inflation is rising.

According to @Andre_Dragosch, a recession is already anticipated by the market, suggesting that this public information is likely already priced into current market prices. This insight, shared by @bravosresearch, indicates that traders should consider the possibility that recession-related risks are reflected in asset valuations, potentially limiting the impact of future recession announcements on market movements.

According to The Kobeissi Letter, Canada has imposed 25% tariffs on $155 billion of US goods in response to US tariffs. An initial $30 billion is effective immediately, with the remaining $125 billion to be phased in over 21 days. This move is likely to affect trade volumes and may impact market pricing for affected goods, which traders should closely monitor.

According to Pentoshi, the impact of billions of SOL token unlocks on the market is subject to differing opinions based on trading positions. Long positions may assume that the unlocks are already priced in, whereas short positions may believe otherwise. This reflects uncertainty in market sentiment and potential volatility in SOL trading. Traders should consider this disparity when making investment decisions.