David Rosenberg: Who's Got the Macro Story Right? Stocks or Bonds?
Rosenberg Research, Released on 4/22/22
The consumer cyclical segments of the stock market can see the recession, but all the bond market sees is endless inflation. For a change, my money is on how the equity folks see things playing out.
David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin Sheff's chief economist & strategist. Mr. Rosenberg was also chief North American economist at Bank of America Merrill Lynch in New York and prior thereto, he was a senior economist at BMO Nesbitt Burns and Bank of Nova Scotia. Mr. Rosenberg previously ranked first in economics in the Brendan Wood International Survey for Canada for seven straight years, was on the US Institutional Investor All American All Star Team for four years, and was ranked second overall in the 2008 survey.
David Rosenberg: Who's Got the Macro Story Right? Stocks or Bonds? added by Herman James on 04/21/2022View all posts by Herman James ?+'