MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
Macro Voices
David Rosenberg's View on the Stock Market and Inflation
This chapter features David Rosenberg, known for his bearish call on the stock market, discussing his views on the recent rally in stocks and the potential decline in earnings estimates. The chapter also explores the current state of inflation and its impact on the economy, highlighting the potential implications for equity markets. Additionally, the chapter discusses the fixed income side of investing, including the risks involved in buying bonds.
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