

David Rosenberg: A Recession Is Coming In The Next 6 Months
6 snips Aug 31, 2023
David Rosenberg, Founder and President of Rosenberg Research & Associates, discusses the recession within the next six months, prior Fed tightening cycles, the incoming credit crunch, the impact of higher interest rates, deficit spending, and the three stages of every bear market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
The Impact of Stimulus Checks on Consumer Spending
03:31 • 20min
Investment research platform and the sensitivity of the current economic cycle to interest rates
23:27 • 5min
The Discrepancy Between Government Numbers and Retail Sales
28:35 • 15min
The Impact of Fiscal Policy on Growth
43:38 • 30min
Exploring the Global Manufacturing Cycle and its Implications
01:14:07 • 2min
Unemployment Rate during Recession and Labor Market Slack
01:16:01 • 11min