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David Rosenberg: A 2023 Recession Is Unavoidable
On The Margin
Is the Consumer Back?
When does the back of the consumer get broken here, right? When do people start to wake up and face the economic reality that things are going to be tougher this year. At some point, the Fed will have your back again. It'll just be a different multiple, a different lower, but different level of valuation. Of course, inflation has to come down quite a bit from where it is today. And I guess it's a case of one burnt. Twice I, we had the big impact on global supply chains, alongside COVID and of course what happened in China.
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