David Rosenberg on Market Uncertainty, Trade Wars and Stagflation Risks
RiskReversal Pod
Economic Forecasts and Fed Insights
This chapter examines the recent Federal Reserve meeting, highlighting changes in GDP projections and inflation concerns. It emphasizes the tensions between fiscal policy, stagflation risks, and historical correlations with recessions. The discussion also explores current commodity trends and the potential impact of interest rate adjustments amidst evolving trade dynamics.
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