RiskReversal Pod

David Rosenberg on Market Uncertainty, Trade Wars and Stagflation Risks

Mar 21, 2025

David Rosenberg, founder of Rosenberg Research, shares his expert insights on today’s economic climate. He discusses the Federal Reserve's latest policy shifts, the risks of stagflation, and the lingering effects of trade wars on consumer behavior. Rosenberg also examines historical parallels that could predict recession outcomes, along with the impact of tariffs and fiscal policies. He offers a critical look at the equity market and inflation trends, leaving listeners with valuable perspectives on investment strategies in these uncertain times.

46:13

Episode guests

David Rosenberg

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

David Rosenberg discusses the Federal Reserve's monetary policy adjustments and their implications for GDP forecasts and inflation.

Economic uncertainty affects consumer behavior and corporate spending, leading to conservative investment strategies and potential market challenges.

Deep dives

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Intro

2min

Economic Forecasts and Fed Insights

24min

Navigating Economic Challenges: Tax Cuts and Trade Wars

5min

Economic Uncertainty and Credit Downgrades

9min

Analyzing Market Risks and Tech Stock Implications

6min

Guy Adami and Dan Nathan are joined by David Rosenberg, founder of Rosenberg Research, to discuss notable economic developments and their implications. The episode covers the Federal Reserve's recent stance on monetary policy, adjustments in GDP and inflation forecasts, and the potential onset of stagflation. Rosenberg elaborates on the impact of tariffs, fiscal policies, and the prolonged economic uncertainty on consumer behavior and corporate CapEx. He also highlights historical parallels and the prospects of a recession, while offering his perspective on inflation trends and the equity market's current outlook.

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