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Letter "D" » David Rosenberg Quotes
«The primary driver of this slowing is consumer spending. Spending will be hurt by continued elevated energy prices and a slowing in housing.»
Author: David Rosenberg
«As the economy continues to slow and inflation remains benign we expect the Fed will be in easing mode by the second half.»
Author: David Rosenberg
«Here's the story for equities: twin deficits, a weak dollar, accelerating inflation concerns, firm commodity prices, rising bond yields and Fed tightening. Now if that doesn't sound like 1987 (the year of the stock market crash), we don't know what does.»
Author: David Rosenberg
«That's a horse with a track record that we would rather not go against.»
Author: David Rosenberg
«There are more headwinds than tailwinds,»
Author: David Rosenberg
«We have one of the weakest growth rates ever during a tightening cycle, and we have to ask the question why the Fed still believes it is accommodative at 3.75 percent,»
Author: David Rosenberg
«I think that the U.S. consumer is hot to trot, ... I think you're looking at a first quarter that's going to easily top 10 percent (in retail sales increase) on an annualized basis.»
Author: David Rosenberg
«Notwithstanding the fact that the . . . CPI may look scary because of higher oil prices over the next few months, the key will be what the core numbers do, ... And I'm still expecting that they'll be benign.»
Author: David Rosenberg
«Whether it's lingering layoffs, receding real wage growth or cutbacks in health/pension benefits, corporate America is now in the process of shifting its lack of pricing power onto the backs of its workforce,»
Author: David Rosenberg
«It may be that low rates are not the only help the economy needs, ... But we could be in even rougher shape without monetary ease, and 80 percent of what the Fed's already given us is behind us. We could use another dose.»
Author: David Rosenberg
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