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
areas becoming companies cutting prevent shows tech
That shows that companies are cutting in other areas to prevent their tech infrastructure from becoming obsolete.
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.
activity areas countries couple held italy last likely marked rebound spain strongest weakest
We think that countries and areas of activity that have been weakest in the last couple of years are likely to see the strongest rebound in growth. Thus, Germany, Italy and the Netherlands should see more marked recoveries than Spain and France, where activity has held up well.
affected area costs employment energy estimate factor future impacts income loss offset rebuilding terms
We estimate the near-term loss in terms of output, employment and income in the affected area coupled with the surge in energy costs that impacts everyone will offset any future rebuilding by a factor of two to one.
business economic fed intent katrina raising rates rebuild seems stimulus trump view
The Fed seems intent on raising rates through this Katrina business on the view that the pending rebuild stimulus will trump the near-term economic loss.
fed policy remove
The Fed may remove 'measured' or 'accommodative' from the policy statement.
balance coming consensus exuberant far quarter
The consensus was too exuberant coming into this quarter -- and probably is too exuberant for the balance of the year, as far as I can see.
continuing excess global pressures relentless widespread
The continuing story is relentless global competitive pressures and widespread excess capacity.
energy inflation seeing sort
I'm not seeing any sort of big broadening out of inflation from the energy side. That's probably the overriding story.
horse rather record track
That's a horse with a track record that we would rather not go against.
bets great risk
That's a significant statement. We are hedging our bets and don't see a great risk in doing it.
behind china demand drivers energy key material raising rates raw slow strength trying
Energy and raw material demand in China has been one of the key drivers behind the strength in commodities. If China is raising rates and trying to slow growth, then we may see some tempering in those pressures.
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.
bizarre business fifth growth headed seen strong year
Bizarre is not a strong enough word. We've never seen productivity growth this strong headed into the fifth year of a business expansion.