“There’s not a snowball’s probability in hell we hit the lows within the inventory market upfront of a giant rally in bonds.”
“I believe by this time subsequent yr inflation goes to be flat. It may even be unfavorable.” Whereas the talk over inflation continues, veteran economist and strategist David Rosenberg is agency in his view that inflation goes to fall sooner than individuals suppose this yr.
He’s additionally sure that there’s zero probability of a gentle touchdown and {that a} fed pivot is coming. On this interview with Samuel Burke, the famous contrarian shares his prime three sector picks for buyers proper now. Recorded on January 19, 2023.
TIMESTAMPS
1 Rosie’s Macro Outlook 00:32
2 Concept #1 0:14:25
3 Concept #2 0:30:25
4 Concept #3 0:37:09
5 The Takeaways 0:49:02
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