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
ability board incentive investment pay prove spending start
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.
ceos fear frozen spending
If CEOs are just frozen in fear, ... who's going to go on a spending spree.
consumer continued driver elevated energy hurt prices primary slowing spending
The primary driver of this slowing is consumer spending. Spending will be hurt by continued elevated energy prices and a slowing in housing.
approach building clearly factors far heading high inventory losing momentum negative point quarter saw second spending starting territory
The only factors that actually prevented the first quarter from slipping into negative territory ... were the high starting point heading into it and the pre-war spending and inventory building we saw in January. As far as the second quarter is concerned, we are clearly losing momentum as we approach it.
boomers last spending turn
The first of the boomers turn 60 this year. They are about to retire, and they have been spending as if they were 30, for the last 30 years.
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.