The David Lin Report Market's 'Serious Mistake': David Rosenberg's Urgent Warning For What's Coming
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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.
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Muted Inflation and Bond Market Ignorance
- Inflation remains muted despite tariff hikes so far, showing some encouragement.
- Bond markets largely ignore the inflation data, focusing instead on headlines and uncertainty.
Labor Market Softening Signs
- The labor market shows early cracks as hiring rates and job openings plunge significantly.
- The decline in voluntary quit rate signals waning worker confidence and weak labor demand.
Leading Indicators Signal Recession Risk
- The Conference Board's Leading Economic Index is in a prolonged negative trend, signaling recession risk.
- Lack of fiscal stimulus and real rates above inflation reinforce economic tightening despite falling inflation.