Behind the Markets Podcast: David Rosenberg

Show from 03/22/24 Host Jeremy Schwartz and Professor Siegel discuss this week's market and Powels dovish announcement. The Prof states that the Fed believes trends are decreasing however he feels the economy is still moving along nicely. He notes that deflationary forces have begun to ease up. David joins to give his market opinion alongside the Prof as the two discuss their opposing views. (23:42) David continues with Jeremy to talk about how he forecasts the market with his business. Jeremy asks David about consumer sales and how it’s affecting some of the luxury brands. David touches on topics like the employment report, and recent comments from Bullard. He gives his case on why he loves the Japanese Market. David also talks about India as another alternative market to China. Guest: David is the Founder and President of Rosenberg Research. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York. During this time, he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row. Mr. Rosenberg is a frequent contributor to major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Master of Arts degree in Economics from the University of Toronto. Learn more about David at: https://www.rosenbergresearch.com/ Follow David on X(Twitter): @EconguyRosie