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
action extend fed half lead might second weakness
Fed action is not a fait accompli -- weakness might have to extend through the second half to lead to a Fed cut.
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.
asset bad bush good insurance life managers win
A Bush win is good for asset managers but bad for life insurance companies.
ability board incentive investment pay prove spending start
You need more than just the ability to spend, you need the incentive to spend. You're only going to start spending if you can prove to your board that your investment is going to pay off.
bears bond fed hawks match opposite power pricing
For every pricing power story the Fed hawks and bond bears can find, we can probably match in the opposite direction.
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.
asset chief emerged inflation obvious picture policy
It's obvious that asset inflation has emerged as a chief policy concern. It complicates the policy picture going forward.
behind economy given help low monetary percent rates shape
It may be that low rates are not the only help the economy needs. But we could be in even rougher shape without monetary ease, and 80 percent of what the Fed's already given us is behind us. We could use another dose.
behind economy given help low monetary percent rates shape
It may be that low rates are not the only help the economy needs, ... But we could be in even rougher shape without monetary ease, and 80 percent of what the Fed's already given us is behind us. We could use another dose.
appear consumer evidence kindness meaningful signal slowing strange
It's a very strange mix, ... It may signal some kind of slowing, but I think I'd have to see a lot more evidence of that. It doesn't appear that consumer consumption is slowing in any meaningful way.
labor leaves seeing several tea telling
There's nothing in the tea leaves telling us we'll be seeing much labor-market buoyancy for several months.
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?
decline drive drop electricity fuel gas natural oil prices sharp
A sharp double-digit drop in natural gas prices and a decline in fuel oil and electricity prices drive our call.
danger employment january message past third
As for the employment report, I think there's a danger of overreacting over the message from it because this was the third warmest January in the past 112 years.