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The Fed Needs Its Head Examined If It Pulls the Rates Trigger
Despite fading inflation pressures and slowing economic growth, markets continue to price tighter monetary policy. Is a monetary policy pivot on the…
Jul 6
•
David Rosenberg
7
2
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Life On Mars?
The SpaceX IPO is the latest symbol of a market willing to overlook valuations, even as mounting risks point towards familiar boom-bust dynamics.
Jun 15
•
David Rosenberg
1
The Mispricing of Risk
The equity market features deteriorating breadth, extreme valuations, and dependence on a narrow AI trade that is facing its first real test.
Jun 10
•
David Rosenberg
7
1
Consumer Hanging On By A String
The AI euphoria is masking a narrowing market and a weakening economy, while the divide between capital and labor continues to grow.
Jun 1
•
David Rosenberg
7
The Inflation Call
Everyone has inflation on the brain, but nobody believes this energy shock will trigger a recession.
May 5
•
David Rosenberg
24
2
You Want It Darker
“What’s working for investors?
Mar 30
•
David Rosenberg
20
Rupture Disguised As Resilience
Beneath the headline data, the U.S. consumer is becoming increasingly dependent on debt to sustain spending, exposing the most fragile side of today’s…
Mar 2
•
David Rosenberg
4
Truth and Consequences Over the AI Boom
Let’s put aside the hype — the AI boom will further reduce labor demand. The overall growth picture isn’t what it seems from the headline numbers alone.
Feb 23
•
David Rosenberg
7
1
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Memo From the Chief Economist
Published roughly once every 1-4 weeks, this publication provides insight into David Rosenberg's big picture views on the ever-changing economic landscape.
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