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
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.
bets great risk
That's a significant statement. We are hedging our bets and don't see a great risk in doing it.
complicate hike interest picture rate
I think it does complicate the rate hike picture and the near-term interest rate outlook.
bond commodity fed firm inflation market rising sound stock twin weak year yields
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.
blackjack cruise fewer less line maybe means nightclub perhaps pinch steak time vacation
(T)hat's not a recession-maker, but it's a pinch nonetheless - it means a little less steak and a lot more bologna, fewer outings to the nightclub and perhaps one less vacation on the cruise line (but maybe more time at the blackjack table).
addicted credit easily economy interest likes nine past rate seeing today turnaround
For an economy addicted to credit ... periodic interest rate spasms of the likes we are seeing today could easily derail the nascent turnaround from the 'growth recession' of the past nine months.
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.
boomers last spending turn
The first of the boomers turn 60 this year. They are about to retire, and they have been spending as if they were 30, for the last 30 years.
continuing excess global pressures relentless widespread
The continuing story is relentless global competitive pressures and widespread excess capacity.
drag easily hit people pie point quickly races view
The whole view that this was going to be over quickly and it would be off to the races was just pie in the sky. My sense is that this could easily drag on for months. At what point does that hit people like a two-by-four?
chemical commercial effects everywhere felt gasoline impact leisure prices supply
Katrina's effects are being felt nationally-on the nation's transportation arteries, supply chains, chemical plants, airlines, leisure/hotels, gasoline prices everywhere and retailing. The commercial impact is widespread.
add anxiety process question trends
There is no question that these are trends that are going to add to people's anxiety and the process has already started.