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
doubt
There is going to be near-term inflation. Is it going to be sustained? I doubt it.
believe fed
I believe the Fed is in overshoot territory.
ceos fear frozen spending
If CEOs are just frozen in fear, ... who's going to go on a spending spree.
broad either fed follows hard landing next roof soft trends
Has the roof collapsed? You get trends like this at the tail-end of the Fed rate-hiking cycle, and what follows next is either a soft or hard landing in the broad economy.
bleeding hiring looks stopped
has stopped bleeding ... a hiring spree in 2003 looks like a low-odds bet.
chemical commercial effects everywhere felt gasoline impact leisure prices supply
Katrina's effects are being felt nationally-on the nation's transportation arteries, supply chains, chemical plants, airlines, leisure/hotels, gasoline prices everywhere and retailing. The commercial impact is widespread.
continues deflation economy muddle next percent slip
If the economy continues to muddle through at around 2 percent annualized growth, we could very well slip into deflation in the next two years,
action breach critical five price ratio sales supply sure threshold
If the divergence between sales and inventories continues, the inventory-to-sales ratio will breach the critical five months' supply threshold by year-end, ... Price action is sure to follow.
annual data fed flow matters second slowing truly
If the Fed is truly data dependent, then what matters most...is the data flow for the second quarter. What do we know about the second quarter? Well, not that much, but what we do know suggests a slowing to around a 2.5% annual rate.
assuming both earnings energy growth shock
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.
bottle hand thesaurus time
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.
ability among areas balance demand focused healthy high investors makers personal policy regions savings sheets spur
Investors should be focused on regions where there are healthy balance sheets and high personal savings rates. Areas where there will be appreciating currencies, where there is pent-up demand and where there is an ability among policy makers to spur that pent-up demand.
carried
I don't want to get too carried away by a 25-basis-point move,
although cent curve economic imply per predicted profit recession yield
Although an inverted yield curve does not always imply an economic recession, it has predicted a profit recession 100 per cent of the time.