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
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.
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.
data exception released surprised today
With the exception of the backward-looking Q4 GDP report, the data released today surprised to the downside.
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.
benign continues easing economy economy-and-economics expect fed inflation mode remains second slow
As the economy continues to slow and inflation remains benign we expect the Fed will be in easing mode by the second half.