Contrarian economist David Rosenberg, chief economist and strategist at Toronto-based Gluskin Sheff & Associates, offers market insights in a recent interview with Barron’s. Here are some highlights: View on U.S. economy: “We’re going to average close to 2% real GDP growth this year, well below consensus.” Rosenberg doesn’t think the economy will “break out to the upside,” saying that there will be offsets to proposed tax relief, deregulation and capital repatriation including potential trade tariffs and protectionism. Aging baby boomers: “It doesn’t get a lot of press” says Rosenberg, “but it is extremely important.” He says there will be 1.5 […]
Top economist David Rosenberg — long a bear — is continuing along the bullish path he started on last year.
Don’t believe the hype about falling oil prices being a bad sign. That’s what top economist David Rosenberg says.
David Rosenberg, the long-time bear who turned bullish fairly recently, says he’s getting frustrated with the US economy.
Worried about the interest rate hikes that may be coming sooner than many had expected? Top economist David Rosenberg says to relax.