This week we sit down with Dave Rosenberg to talk about the hot start to the year for equity markets and the U.S. economy as a whole. Dave outlines why we don’t see enough in the early data to drop our 2024 recession call.  

Introduction (0:20)
The Week in Review (0:41) — Reflecting on a disappointing CPI number
The Week Ahead (1:37) — Fed minutes to provide clarity on what might give the FOMC the “confidence” to cut
The Spotlight (2:15) — How the top end of the income distributions drives the consumer spending cycle
The Interview (4:11) — Dave Rosenberg on why we’re sticking to our guns
Canada Corner (13:34) — Will the Bank of Canada end up cutting before the Fed? 

For a 30-day free trial of our research, please click this link: ⁠ https://web.rosenbergresearch.com/RosenbergRoundupTrial

Access the recent webcast with Peter Boockvar: https://www.bigmarker.com/rosenberg-research1/Replay-Webcast-with-Dave-Featuring-Special-Guest-Peter-Boockvar-611062d65431d502a7ca8eb5

Ver todos los episodios