This week we sit down with Dave Rosenberg to talk about the hot start to the year for equity markets and the U.S. economy as a whole. Dave outlines why we don’t see enough in the early data to drop our 2024 recession call.  

Introduction (0:20)

The Week in Review (0:41) — Reflecting on a disappointing CPI number

The Week Ahead (1:37) — Fed minutes to provide clarity on what might give the FOMC the “confidence” to cut

The Spotlight (2:15) — How the top end of the income distributions drives the consumer spending cycle

The Interview (4:11) — Dave Rosenberg on why we’re sticking to our guns

Canada Corner (13:34) — Will the Bank of Canada end up cutting before the Fed? 

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Access the recent webcast with Peter Boockvar: https://www.bigmarker.com/rosenberg-research1/Replay-Webcast-with-Dave-Featuring-Special-Guest-Peter-Boockvar-611062d65431d502a7ca8eb5