Thoughtful Money with Adam Taggart David Rosenberg: Is A Jobs Shock About To Hit?
May 7, 2024
Highly-respected economist David Rosenberg warns of upcoming shocking downward revisions in official jobs data, unsettling the Federal Reserve and financial markets. Insights include analysis of global economy variations, US consumer spending behavior post stimulus checks, challenges in interpreting employment data, Fed reactions to economic shifts, and implications of proposed Mortgage Finance Agency stimulus on economic leverage.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Global Markets Performance and Investment Opportunities
03:45 • 13min
US Consumer Spending Behavior and Economic Cycle Analysis
16:42 • 22min
Interpreting Economic Data and Employment Statistics
38:23 • 15min
Analyzing Fed Reactions and Market Outlook
53:43 • 9min
Debating the Role of Stimulus in US Economy
01:02:39 • 5min
Blind Spots and Seeking Perspectives
01:07:14 • 7min