CNBC, Released on 4/11/23 David Rosenberg, Rosenberg Research founder and president, joins ‘Squawk on the Street’ to discuss why it would be a mistake for the Federal Reserve to hike rates again, why he believes inflation will be falling, and …
This is where the Fed blew up markets back in 2018 w/respect to market structure and rate level. Rate pace and QT are DOUBLE what they were in 2018. This should be interesting to watch from a safe distance. pic.twitter.com/Ww4mQvw7gf …
Macro Voices, Released on 5/12/22 (Recorded on 5/10/22) MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by …
Rosenberg Research, Released on 3/23/22 The Fed is tightening policy with the yield curve flat, the expansion 80% over with, and into a cost-push inflationary environment that resembles what Paul Volcker had to deal with in the late 1970s and …
So we have a war. A supply-induced oil price surge. A tighter Fed. Full employment. A flat yield curve. And an asset bubble. Sounds a lot like 1990! What came next? A recession. #RosenbergResearch #Ukraine — David Rosenberg (@EconguyRosie) March …
Gundlach: "Consumer sentiment is at recessionary levels" pic.twitter.com/rgt66OENyP — zerohedge (@zerohedge) January 11, 2022 Gundlach: What is driving this falloff in consumer sentiment? Car prices up so much, people don't think this is a good time to buy a car …
by Suspicious_Tension82 Nice example of a contrarian research note from David Rosenberg here. Excerpt: The economy did collapse back then, but the government did not blow its brains out on fiscal largesse. So, we went into the 1920s with tremendous pent-up demand …
by FS David Rosenberg, chief economist and strategist at Gluskin Sheff, says the odds of a U.S. recession in 2019 are rising and are probably much higher than the consensus expects. Speaking on Financial Sense Newshour last week, Rosenberg pointed …
A global recession without the USA? That's what I'm hearing. Reminds me of the clowns who were talking about decoupling back in 2008. No such thing. Sorry to be the one to tell you. — David Rosenberg (@EconguyRosie) March 4, …
via financialpost: Last time ticket prices fell like this was in 2007, right before the recession almost nobody saw coming It is a fascinating anomaly that as the S&P 500, along with its global counterparts, has been off to the races …
via @EconguyRosie: In one of the most ridiculous comments I have heard all year long, a CNBC guest this morning actually told viewers that households are under invested in equities. It seems to me that the data would suggest the opposite …
via @stephlandsman David Rosenberg is pretty certain he knows how the bull market in stocks will end. The Gluskin Sheff chief economist and strategist expects widening spreads will tear it apart. “The corporate bond market is today’s bubble, just like the …
Gluskin Sheff’s David Rosenberg bases his prediction on sluggish U.S. economic growth and overvalued equities via Olivier Garret A reversion to the mean in U.S. stock prices could mean the market will fall by at least 20%, according to David Rosenberg …
Authored by John Mauldin via MauldinEconomics.com, The FAANG stocks have ruled the technology sector the last few years and have had a heavy influence on the entire stock market. Apple is the world’s most valuable company by market capitalization, with Amazon and …
BY JOHN MAULDIN The FAANG stocks have ruled the technology sector the last few years and have had a heavy influence on the entire stock market. Apple is the world’s most valuable company by market capitalization, with Amazon and Google not far behind. …
BY PATRICK WATSON Source: Mauldin Economics The long-awaited Strategic Investment Conference 2018 kicked off with a keynote from David Rosenberg of Gluskin Sheff titled, “Year of the Dog: Will It Bark or Bite?” (Spoiler: The answer is “bite.”) Rosenberg began by running through …
via Zero Hedge The Strategic Investment Conference 2018 kicked off in San Diego with a keynote speech from David Rosenberg of Gluskin Sheff titled, “Year of the Dog: Will It Bark or Bite?” (Spoiler: The latter). Rosenberg began by running …
