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
broad either fed follows hard landing next roof soft trends
Has the roof collapsed? You get trends like this at the tail-end of the Fed rate-hiking cycle, and what follows next is either a soft or hard landing in the broad economy.
business economic fed intent katrina raising rates rebuild seems stimulus trump view
The Fed seems intent on raising rates through this Katrina business on the view that the pending rebuild stimulus will trump the near-term economic loss.
benign continues easing economy economy-and-economics expect fed inflation mode remains second slow
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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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.
basically consequences economic fed flash market negative patch soft subtle temporary
It is basically a subtle way to flash to the market that the negative economic consequences are resonating and that the Fed may not just look at this as a temporary soft patch this time.
curve eight fed five past saw three yield
Over the past three decades, the Fed tightened on eight occasions, five of these saw the yield curve invert,
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.
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.
action extend fed half lead might second weakness
Fed action is not a fait accompli -- weakness might have to extend through the second half to lead to a Fed cut.
bizarre business fifth growth headed seen strong year
Bizarre is not a strong enough word. We've never seen productivity growth this strong headed into the fifth year of a business expansion.
bleeding hiring looks stopped
has stopped bleeding ... a hiring spree in 2003 looks like a low-odds bet.
bonds data economy energy far government interest key number rates stocks
There is the pre-Katrina economy and the post-Katrina economy. Any number that's going to be important for stocks and bonds is not going to be in government reports. The most important data near-term are going to be energy futures. Those are going to be key indicators as far as interest rates are concerned.