David Rosenberg is the President and Chief Economist & Strategist at Rosenberg Research, an economic and consulting firm he established in January 2020.
David’s CV boasts stints at Merrill Lynch, first as Chief Economist & Strategist for the company’s Canadian arm, before a promotion to Chief North American Economist. From 2009, David was Chief Economist & Strategist at Gluskin Sheff & Associates, pivoting from an institutional focus to cover the interests of high-net-worths’.
David gives us his outlook for Russia, and the likely repercussions of their invasion into Ukraine, and the resulting commodity supply squeeze. David gives us the odds of a recession in China, an economy marred by regulatory clampdowns and draconian Covid restrictions. And finally, we turn our minds to the US, contemplating the probability of recession there as the Fed attempt to stamp out rampant inflation. Enjoy!
Try Rosenberg's research for free, here: https://app.rosenbergresearch.com/sign-up/custom/user-information
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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