David Rosenberg

Real quick here as I want to highlight two other analysts' thinking. This morning, I saw two novel ways of conceptualizing what's happening during this pandemic that I wanted to run by you because I think they add value. It's not…

I know everyone is still talking about President Trump's contracting coronavirus. But I want to talk about the virus from a different, more economic lens. That's because I was talking to the excellent David Rosenberg last week about the…

After I released my daily commentary a few weeks ago about S&P500 earnings, wages and multiple expansion, there has been a lot of talk about multiple expansion in the media. I think this talk is warranted because this is the crux of the…

A lot is being made of the new high that was recorded by the Dow Jones Industrial Average yesterday. However, in the context of still weak income growth and lacklustre economic growth, the new Dow highs are not as widely celebrated as the…

David Rosenberg recently spoke to WealthTrack's Consuelo Mack about prospects for the US economy. Rosenberg believes that upside to US economic growth will continue to be constrained by high levels of debt. Despite historic levels of fiscal…

David Rosenberg was on Bloomberg and sees operation twist. But he also says he doesn't see how the Fed could prevent a US recession. His view is that the recession is already baked in. He goes further and says that Ben Bernanke is ‘always…

Yesterday, I indicated that the FOMC has already considered offering unlimited quantitative easing to target specific interest rates during the second round of quantitative easing. I believe the Fed will do this in QE3, and apparently Bill…

I don’t have any comments on this yet, but it is definitely newsworthy.

From David Rosenberg's Breakfast with Dave missive: Dallas Fed President Fisher, who is an FOMC voter this year, told Bloomberg News yesterday that there is not going to be any more stimulus after June. This is going to leave Mr.…

This chart was put together by David Rosenberg of Gluskin Sheff. It shows that wage growth in the U.S. is not keeping pace with inflation. For the statistical recovery to continue sustainably, we will need to either see this trend reversed.…