(Bloomberg) – For all who are concerned about the economy, recent reports have given enough reasons to worry. Puting consumer confidence, a major jump in unemployment requirements, gloomy living space and more.
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Anxiety triggered by the latest economics reports lingered in markets. While the rally of the late day has increased the S&P 500 on Friday, the investors’ feelings are getting worse, and even a merciful inflation report still flashed warnings on consumer consumer consumption. The result: Treasury embarked on the strongest start in a year from the crisis months of the beginning of 2020, while the supplies almost deleted in 2025.
The big floor on Friday in the sections, which established the second weekly loss, was one bright place in an otherwise unstable store. Now, with the so -called Trump trade euphoria that evaporates, the managers of big money in Manilife Asset Management and Penn Mutual Asset Management have joined the capital positions while building bond exposure.
“If the consumer significantly weakens and the corporations withdraw to growth plans, the exacerbation of economic growth becomes the main wind,” Nathan Thoft said at Manicine Investment Management in Boston, who oversees $ 160 billion. “There are few space for the wrong steps of politics”
February was a microcosm for unacrous property divergence. The last Proxy for longer government bonds acquired 5.3%, while ETF that followed US shares with a large limit by 1.3%. It is the biggest surveillance for The Treasury Haven since June 2022.
High concern that something-maybe tariff threats, stubborn federal reserves, or withdrawn consumers-said that the US engine was in risk of risk growth.
Even on Friday’s sudden bounce, potentially triggered by constructive tariff news, Nasdaq 100 fell more than 3% into its worst week this year, while the S&P 500 in the week fell about 1%.
Bitcoin has slid to the lowest level since the beginning of November, reducing more than 20% compared to its all time. The 10 -year -old yields of treasury that approached 4.8%in January are now close to 4.2%. “Wall Street” meter ” – VIX volatility index in capital – together with similar credit giri measures was around their highest levels 2025.
American economic prospects become cloudy, with a gap between how the data actually appear in relation to the lowest forecasts in seven months, Data show Citigroup Inc. Consumer confidence is the lowest of 2021, personal consumption has unexpectedly decreased, and almost no reading in the US apartment market has filled forecasts in the last 10 days. On Friday, the forecast of Atlanta FED showed that the American gross domestic product can be determined by a 1.5% annual drop in the current quarter, which is a significant deviation of 2.3% growth of growth that is expected just a few days ago.
