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David Rosenberg on the economic depression in the United States

Edward Harrison — Sun, 13 Nov 2011 17:00:24 +0000

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 and monetary stimulus, "no major economic indicator that measure the economy from employment to GDP to industrial production to real incomes has managed to get back to their prior cycle highs in late 2007", notes Rosenberg. He believes that we are in a depression. Video below

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Rosenberg also sees Operation Twist QE3

Edward Harrison — Fri, 02 Sep 2011 15:18:28 +0000

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 aggressive but never early’ meaning Bernanke will get the fed to do something – but it will be small beer until the economy collapses

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Gross and Rosenberg: QE3 will see interest rate caps

Edward Harrison — Wed, 15 Jun 2011 00:48:17 +0000

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 Gross and David Rosenberg do as well. While a QE3 is still a way’s off – probably not until 2012 – it makes sense to think about how it will be conducted

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Rosenberg Sees ’99% Chance’ of US Recession by 2012

Edward Harrison — Tue, 14 Jun 2011 02:30:00 +0000

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

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Rosenberg: ‘this is about speculative investing based on Bernanke liquidity principles’

Edward Harrison — Wed, 23 Mar 2011 19:00:38 +0000

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. Market in a bit of a quandary because based on our analysis, there has been

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Chart of the Day: U.S. Real Wages

Edward Harrison — Fri, 18 Mar 2011 15:25:27 +0000

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. Alternatively we could see an increase in aggregate debt levels or a disproportionate increase

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Rosenberg: Fifteen Reasons To Love The Loonie

Edward Harrison — Wed, 02 Mar 2011 15:40:47 +0000

From this morning’s Breakfast with Dave missive: FIFTEEN REASONS TO LOVE THE LOONIE (WE COULDN’T STOP AT TEN!) Better growth than in the U.S.A. and without need for stimulus Responsible central bank, limiting growth in its balance sheet Better fiscal backdrop More conservative political environment Triple the exposure to raw material than the U.S.A. Investors

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Inflation V Deflation – Which Door Do You Pick?

Claus Vistesen — Mon, 28 Feb 2011 20:45:04 +0000

By Claus Vistesen As the debate between the inflationistas and deflationistas appears about to rev up again, I thought that I would try to put pen to virtual paper and sketch out my thoughts on the matter. The specific catalyst for looking into this is, naturally, in part the fact that oil looks set to

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Rosenberg bullish on energy stocks, cautious on growth due to oil shock

Edward Harrison — Sat, 26 Feb 2011 16:45:40 +0000

Earlier in the week, David Rosenberg wrote that he is bullish on energy stocks due to the exogenous shock that tensions in the Middle East are creating in the energy complex. However, this is not a bullish story for overall U.S. growth or for business profit margins. In the Bloomberg video below Rosenberg tells Margaret

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On Britain’s Austerity and Rosenberg’s Depiction of Obama as Herbert Hoover

Edward Harrison — Thu, 27 Jan 2011 20:31:17 +0000

I have written a post or two offering the opinion that Barack Obama faces an economy more akin to Herbert Hoover’s than Franklin Roosevelt. See "Barack Obama as Herbert Hoover" where posited the following: My intent here is not to malign Obama, Roosevelt or Hoover or make facile comparison but to identify important differences between

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