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24min chapter
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
Macro Voices
Update on the US Economy and Market Trends
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.
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