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David Rosenberg, President of Rosenberg Research, discusses his outlook for markets, the health of the labor market, and Fed monetary policy.
*This video was recorded on August 23, 2024
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0:00 - Intro
0:51 - Jackson Hole Fed speech
5:30 - Labor market is looser
7:38 - U.S. dollar
8:50 - Output gap
13:24 - Higher unemployment rate
20:16 - Fed pivot impacts
24:00 - Inflation outlook
30:38 - Earnings growth
31:50 - Stock market outlook
38:30 - Treasuries outlook
#economy #investing #federalreserve
