The David Lin Report
Market's 'Serious Mistake': David Rosenberg's Urgent Warning For What's Coming
May 14, 2025
David Rosenberg, Founder and President of Rosenberg Research & Associates, shares his expertise as a renowned economist. He predicts an impending recession in late 2025, urging investors to embrace defensive strategies like treasuries and gold. The discussion touches on labor market discrepancies, revealing troubling signs despite low unemployment rates. Rosenberg also highlights the psychological impact of market performance on investor behavior, advocating for risk management in a volatile economic landscape.
46:26
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Quick takeaways
- David Rosenberg warns of an impending recession in late 2025, advocating for defensive investment strategies like treasuries and gold.
- Recent US-China tariff reprieves might create short-lived market optimism but do not resolve underlying trade tensions affecting global stability.
Deep dives
Current Economic Uncertainty
Rising uncertainty about the economic outlook has emerged as a significant concern, particularly following recent trends in inflation and hiring. The Federal Reserve has maintained a cautious stance, indicating that both unemployment and inflation risks have escalated despite improved consumer price data showing minimal year-over-year growth. Although inflation data presents a somewhat favorable view, this should not overshadow the underlying vulnerabilities as the dynamics of the labor market continue to shift. With job openings declining and voluntary quit rates dropping, signs point to a fragile labor environment that could lead to increased economic instability.
