Macro Voices cover image

MacroVoices #300 David Rosenberg: Last Disinflationist Standing

Macro Voices

00:00

The Fed Doesn't Have Your Back Next Year

"I am actually pretty worried that any anything that causes a meneversion trade is going to push us into a steep correction," he says. "We're not going to get fiscal stimulus next year, it's not happening." The amount of fiscal withdrawal next year will be roughly two and a half per centage points of g d p. And yet i don't see that in many forecastors' numbers for next year,. He thinks this time next year, the forty % culled goods is going to be negative.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app