David Rosenberg on Market Uncertainty, Trade Wars and Stagflation Risks
RiskReversal Pod
Economic Uncertainty and Credit Downgrades
This chapter explores the potential threats posed by credit rating downgrades to the U.S. economy amidst increasing capital market uncertainty. It highlights the consequential shifts in business spending and consumer behavior, while analyzing the sustainability of investments in the tech sector, particularly in light of historical overinvestment trends.
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