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David Rosenberg, Founder of Rosenberg Research, discusses the lack of breadth in the stock market, the dominance of a few SPX stocks, and potential rate cuts by the Fed. The podcast also covers the US economy, market trends, oil prices, China's outlook, investment strategies, market analysis, and hedging strategies.
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- US economy is slowing down, with weak GDP growth and concerns of a potential recession looming.
- Inflation debate: Rosenberg argues against it, citing supply disruptions and policy effects on aggregate demand and supply dynamics.
Deep dives
David Rosenberg Discusses the Economic Slowdown in the US
David Rosenberg highlights the significant slowdown in the US economy, pointing out the weak first-quarter real GDP growth and anticipating even weaker performance in the second quarter. He expresses concerns about the deceleration of economic activity and questions potential catalysts for re-acceleration, hinting at a possible upcoming recession.
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