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
economy fact fiscal growing monetary stimulus
When you think of all the fiscal and monetary stimulus we've had, we should have the economy growing at 5 or 6 percent. The fact that we're not is the story.
calling hike rate reason
The only reason I'm calling for a rate hike is because that's what they told us they are going to do.
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There is no doubt that when I speak to hedge funds and real-money investors, they have some questions. They say that he has to prove his credentials right away.
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The primary driver of this slowing is consumer spending. Spending will be hurt by continued elevated energy prices and a slowing in housing.
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Here's the story for equities: twin deficits, a weak dollar, accelerating inflation concerns, firm commodity prices, rising bond yields and Fed tightening. Now if that doesn't sound like 1987 (the year of the stock market crash), we don't know what does.
bets great risk
That's a significant statement. We are hedging our bets and don't see a great risk in doing it.
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As the economy continues to slow and inflation remains benign we expect the Fed will be in easing mode by the second half.
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I think it does complicate the rate hike picture and the near-term interest rate outlook.
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There is no question that these are trends that are going to add to people's anxiety and the process has already started.