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David Rosenberg on Market Uncertainty, Trade Wars and Stagflation Risks
Manage episode 472571887 series 2938944
Guy Adami and Dan Nathan are joined by David Rosenberg, founder of Rosenberg Research, to discuss notable economic developments and their implications. The episode covers the Federal Reserve's recent stance on monetary policy, adjustments in GDP and inflation forecasts, and the potential onset of stagflation. Rosenberg elaborates on the impact of tariffs, fiscal policies, and the prolonged economic uncertainty on consumer behavior and corporate CapEx. He also highlights historical parallels and the prospects of a recession, while offering his perspective on inflation trends and the equity market's current outlook.
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
768 episodes
Manage episode 472571887 series 2938944
Guy Adami and Dan Nathan are joined by David Rosenberg, founder of Rosenberg Research, to discuss notable economic developments and their implications. The episode covers the Federal Reserve's recent stance on monetary policy, adjustments in GDP and inflation forecasts, and the potential onset of stagflation. Rosenberg elaborates on the impact of tariffs, fiscal policies, and the prolonged economic uncertainty on consumer behavior and corporate CapEx. He also highlights historical parallels and the prospects of a recession, while offering his perspective on inflation trends and the equity market's current outlook.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
768 episodes
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