David Rosenberg
David Rosenberg
David Rosenberg, born in 1965, is a French art curator and author, specialized in modern and contemporary art...
ProfessionMusical.ly Star
Date of Birth19 April 1997
average bond domestic endured five following fully growth past percentage quarter seen since time yield
Fully three-quarters of the time in the past five years when we endured a bond yield spasm like we have seen since mid-January, GDP (gross domestic product) growth slowed the following quarter and by an average of one percentage point.
although cent curve economic imply per predicted profit recession yield
Although an inverted yield curve does not always imply an economic recession, it has predicted a profit recession 100 per cent of the time.
behind china demand drivers energy key material raising rates raw slow strength trying
Energy and raw material demand in China has been one of the key drivers behind the strength in commodities. If China is raising rates and trying to slow growth, then we may see some tempering in those pressures.
fed policy remove
The Fed may remove 'measured' or 'accommodative' from the policy statement.
anybody core far fed inflation talk year
A year ago, 'deflation' was dripping off everybody's lips. Today, core inflation is off its low, but it's about the same as it was a year ago, yet all anybody can talk about is how far the Fed will hike.
annual data fed flow matters second slowing truly
If the Fed is truly data dependent, then what matters most...is the data flow for the second quarter. What do we know about the second quarter? Well, not that much, but what we do know suggests a slowing to around a 2.5% annual rate.
assuming both earnings energy growth shock
For now we are assuming that the energy shock will dominate, suppressing growth in both 2005 and 2006. And the implications for earnings are negative.
bottle hand thesaurus time
For the first time in 18 years, we managed to get through one of these semiannual congressional testimonies without a bottle of Advil in one hand and a Thesaurus in the other.
coming expense helping technology
Technology is helping productivity. But right now it's coming at the expense of employment.
auto companies incentives increases instead lower produced shifting sticker
These increases were in a sense artificially produced by shifting incentives as auto companies try to back away from incentives and instead lower sticker prices.
according bulk clients college complaints demand falling folks inflation kids plain prices supply telling wrong
So many clients are telling us that we are just plain wrong and there is inflation everywhere. But ... the bulk of these complaints come from folks who have kids in college ... Prices set according to supply and demand are flat or falling for the most part.
energy inflation seeing sort
I'm not seeing any sort of big broadening out of inflation from the energy side. That's probably the overriding story.
balance coming consensus exuberant far quarter
The consensus was too exuberant coming into this quarter -- and probably is too exuberant for the balance of the year, as far as I can see.
bears bond fed hawks match opposite power pricing
For every pricing power story the Fed hawks and bond bears can find, we can probably match in the opposite direction.