Welcome to the inaugural episode of Rosenberg Round-Up, hosted by Dylan Smith, Vice President and Senior Economist at Rosenberg Research. On this week's episode, we host David Rosenberg for his outlook on the year ahead.
Introduction (0:20) — Welcome to the Rosenberg Round-up
The Week in Review (1:43) — S&P 500 hits new all-time high, but we’re not convinced
The Week Ahead (3:27) — Here’s looking at you, Chairman Powell
The Spotlight (3:45) — A QT pivot is coming into view
The Interview (6:38) — We chat with Dave Rosenberg about our 2024 Outlook
Canada corner (20:05) — Whisper it quietly, but we think the BoC is trying to pop the housing bubble