Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off 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 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DAVID ROSENBERG: Rosenberg Research: https://www.rosenbergresearch.com/ Twitter (@EconguyRosie): https://x.com/EconguyRosie email: information@rosenbergresearch.com FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 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
