David Rosenberg on Why We’re Sticking to Our Guns

This week we sit down with Dave Rosenberg to talk about the hot start to the year for equity markets and the U.S. economy as a whole. Dave outlines why we don’t see enough in the early data to drop our 2024 recession call.  

Introduction (0:20)

The Week in Review (0:41) — Reflecting on a disappointing CPI number

The Week Ahead (1:37) — Fed minutes to provide clarity on what might give the FOMC the “confidence” to cut

The Spotlight (2:15) — How the top end of the income distributions drives the consumer spending cycle

The Interview (4:11) — Dave Rosenberg on why we’re sticking to our guns

Canada Corner (13:34) — Will the Bank of Canada end up cutting before the Fed? 

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Access the recent webcast with Peter Boockvar: https://www.bigmarker.com/rosenberg-research1/Replay-Webcast-with-Dave-Featuring-Special-Guest-Peter-Boockvar-611062d65431d502a7ca8eb5