There's really only one question on Wall Street right now

Rick Osentoski/AP Have markets got it right? That is the question dominating the attention of executives on Wall Street and in corporate America right now.  Financial markets seem to be bracing for a global recession. One example of this in action is the bond market, which has "recessionary" fund flows as investors shift their money out of high-yield funds and into government bonds.  The economic fundamentals, however, do not signal a recession with such certainty, as my colleague Myles U...