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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A Bush win is good for asset managers but bad for life insurance companies.
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For every pricing power story the Fed hawks and bond bears can find, we can probably match in the opposite direction.
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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.
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Fed action is not a fait accompli -- weakness might have to extend through the second half to lead to a Fed cut.
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There's nothing in the tea leaves telling us we'll be seeing much labor-market buoyancy for several months.
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Technology is helping productivity. But right now it's coming at the expense of employment.
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Pretty heavy to where the average person would bore pretty quickly. This magazine has none of that. This magazine focuses on faith stories
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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.
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I don't want to get too carried away by a 25-basis-point move,
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For now we are assuming that the energy shock will dominate, suppressing growth in both 2005 and 2006. And the implications for earnings are negative.
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For the first time in 18 years, we managed to get through one of these semiannual congressional testimonies without a bottle of Advil in one hand and a Thesaurus in the other.
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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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The markets are basically not treating this as an 'if' scenario but more as a 'done deal' scenario.