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“There’s not a snowball’s chance in hell we hit the lows in the stock market in advance of a big rally in bonds.”
“I think by this time next year inflation is going to be flat. It could even be negative.”
While the debate over inflation continues, veteran economist and strategist David Rosenberg is firm in his view that inflation is going to fall faster than people think this year.
He’s also certain that there’s zero chance of a soft landing and that a fed pivot is coming.
In this interview with Samuel Burke, the noted contrarian shares his top three sector picks for investors right now. Recorded on January 19, 2023.
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