Fixed Income investors may find themselves shutting the curtains and hiding under the sofa this Halloween. There is much to be fearful of – deterioration of developed market fundamentals, falling labour market confidence and slowdown indicated in shipping. And that’s just the beginning!

This pumpkin spiced latte season, we take a look at seven charts which look beyond the rally we have seen in risk assets. Perhaps its not all as rosy as it appears on the surface. Maybe it is best to check under the bed for market risks…

Happy Halloween!

The EM-ification of DM? Investors find DM fiscal sustainability scary

Darkness approaching? Labour market confidence signalling recession?

Interest expense taking the opportunity of better services away?

A terrible fright in US freight – leading indicator for slowdown?

A trick for equities, a treat for fixed income?

The ghost of the GFC in London housing starts and sales?

A Sixth Sense in the US auto loan market?

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