David Rosenberg on the 2024 Outlook

26/01/2024 23 min Temporada 1 Episodio 1

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Episode Synopsis

Welcome to the inaugural episode of Rosenberg Round-Up, hosted by Dylan Smith, Vice President and Senior Economist at Rosenberg Research. On this week's episode, we host David Rosenberg for his outlook on the year ahead.

Introduction (0:20) — Welcome to the Rosenberg Round-up
The Week in Review  (1:43) — S&P 500 hits new all-time high, but we’re not convinced 
The Week Ahead  (3:27) — Here’s looking at you, Chairman Powell
The Spotlight  (3:45) — A QT pivot is coming into view 
The Interview  (6:38) — We chat with Dave Rosenberg about our 2024 Outlook
Canada corner  (20:05) — Whisper it quietly, but we think the BoC is trying to pop the housing bubble