RSS feedDavid Rosenberg
’The ‘part-timezation’ of America
David Rosenberg at Gluskin Sheff flagged a different way of looking at US unemployment figures on Monday; rather than noting the slowing rise in unemployment, he pointed in the direction of the number of people employed part-time and average hours worked.
Real assets and the debasement effect
Analysts at Standard Chartered became the latest to caution over the potential effects of global quantitative easing on ‘real assets’ on Friday. In a note the bank’s FX team write:
The debasement of money through over supply,
Inflationistas, deflationistas and Goldilockeans
The inflation vs deflation debate rages on. To help FT Alphaville readers, we’ve compiled a handy-list of what we’re calling inflationistas — those who are publicly betting on high or even hyper-inflation,
‘Brain crush’ on David Rosenberg
The move by erstwhile Merrill Lynch economist David Rosenberg to Gluskin Sheff seems to be paying off in early days.
The economist has been hitting headlines with prominent interviews on Bloomberg TV and Fox Business.
Rosenberg’s back, and as bearish as ever
David Rosenberg appears to be settling into his new post at Gluskin Sheff in Canada just fine, if his inaugural note as chief economist and strategist is any indication.
Here are some highlights from his first report,