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