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
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There is no question that these are trends that are going to add to people's anxiety and the process has already started.
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This would provide the Fed some flexibility regarding future meetings.
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We're not sure what to make of the fact that we find out from a reporter about comments that the Fed chairman made at a dinner two days earlier.
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Over the past three decades, the Fed tightened on eight occasions, five of these saw the yield curve invert,
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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.
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A year ago, 'deflation' was dripping off everybody's lips. Today, core inflation is off its low, but it's about the same as it was a year ago, yet all anybody can talk about is how far the Fed will hike.
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(T)hat's not a recession-maker, but it's a pinch nonetheless - it means a little less steak and a lot more bologna, fewer outings to the nightclub and perhaps one less vacation on the cruise line (but maybe more time at the blackjack table).
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That shows that companies are cutting in other areas to prevent their tech infrastructure from becoming obsolete.
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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.
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A sharp double-digit drop in natural gas prices and a decline in fuel oil and electricity prices drive our call.
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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.
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The big surprise in 1994 was that, despite all the inflation scares -- and there was tremendous inflation worry -- core inflation actually fell in 1994.
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One has to wonder how long the consumer can continue to spend at ... dizzying rates without a material improvement in the labor market.
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Notwithstanding the fact that the . . . CPI may look scary because of higher oil prices over the next few months, the key will be what the core numbers do, ... And I'm still expecting that they'll be benign.