The David Lin Report, Released on 6/1/24

David Rosenberg, Founder and President of Rosenberg Research, discusses the “intensifying” deflationary pressures mounting in the economy, and their impacts on Fed monetary policy, the treasuries market, and equities markets.

0:00 – Intro
1:05 – Rate cuts towards 0%
6:48 – Inflation vs. Deflation
14:00 – Monetary policy errors
24:10 – Treasuries
26:30 – Stock market outlook
35:00 – Labor market and wages
43:00 – Home foreclosures?
45:40 – Asset allocation

David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin Sheff’s chief economist & strategist. Mr. Rosenberg was also chief North American economist at Bank of America Merrill Lynch in New York and prior thereto, he was a senior economist at BMO Nesbitt Burns and Bank of Nova Scotia. Mr. Rosenberg previously ranked first in economics in the Brendan Wood International Survey for Canada for seven straight years, was on the US Institutional Investor All American All Star Team for four years, and was ranked second overall in the 2008 survey.

  david rosenberg, deflation, economy, inflation, investing, recession