Update on the US Economy and Market Trends

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David Rosenberg provides insights on the slowing US economy, anticipating a recession on the horizon. The discussion delves into the dominance of growth stocks like Nvidia, Microsoft, and Apple, and the potential impact of inflation and monetary policy on market trends. The chapter also explores the impact of past stimulus checks on consumer behavior and predicts potential rate cuts by the Federal Reserve in response to economic conditions.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA

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