Thursday Conversation - David Rosenberg


It's another Thursday Conversation...recorded on Tuesday...and posted on Wednesday. Regardless, please be sure to give this podcast a thorough listen as the guest, David Rosenberg, is a veteran economist and forecaster.

It was truly an honor and privilege to get to visit with David yesterday...and the timing was tremendous given the emergency fed funds rate cut that was announced earlier in the day. Over the course of this call, we discuss that rate cut and the implications. However, we also discuss the state of the global economy pre-virus as well as where this is all headed in 2020. I promise you'll find it informative and very helpful.

More information on David and his company can be found here:

Here's a link to a recent profile of David in Barron's:

And you should be sure to follow David on Twitter, too:

Again, many thanks to David for his time at the end of a very busy day yesterday. Please be certain to give this podcast a thorough listen.



Mar 9, 2020 - 12:19pm

Catherine Austin Fitts

I think she is on the right track. She promotes awareness of one huge, awful fact that has been thoroughly and thoughtfully researched, and that our government has not denied. This is a fact that you can present to anyone in any political discussion and not get a bunch of negative feedback. Instead you hear, "I was not aware of that." Repeat it often and maybe you will wake someone up. The other fact that works like this is: All the main news outlets are are owned by just six corporations.

Mar 5, 2020 - 8:49pm

I worked at Merrill Lynch When David Was There

He was always a great contrarian and straightforward shooter. I remember some of the Financial Advisors who called him a typical bear who is always too pessimistic.

I used to read his research every morning to get a better idea of what to do next.

Mar 5, 2020 - 11:37am

Thanks SteveW, Andrew Maguire

Hat tip to you SteveW, for the video post of Andrew Maguire, love his analysis, although I do have to listen a couple of times to take it all in.

The massive amount of rigging corruption in the precious metals markets is simply shattering, the numbers that Andy was giving out was jaw dropping. No wonder prices and miners never get anywhere fast.

Besides keeping an eye on option and contract expirations, guess we need to keep month end in mind too after listening to that interview. (perhaps quarter end too)

Thanks again SteveW, you're great!

Mar 5, 2020 - 3:49am
Mar 4, 2020 - 11:18pm

Virus No Coincidence | Rob Kirby

Virus No Coincidence | Rob Kirby
Mar 4, 2020 - 10:14pm
Mar 4, 2020 - 10:14pm


At least you didn't weave NASCAR into your posting . . .

DeaconBenjaminAngry Chef
Mar 4, 2020 - 10:01pm

Funeral homes

or crematoria? Who wants to drain the blood and infuse formaldehyde in an infected corpse, let alone apply the makeup and clothes?

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

Mar 4, 2020 - 9:23pm


It must be very frustrating to be CAF. But she is well aware of the mindset of the masses. Hell, if this world was full of smart people who think for themselves, she would be DEAD!

Fortunately for some, her information remains available due to it being 'very, very obscure and hard to understand'. She is a powerhouse for those desperate few who are attempting survival in their INDIVIDUAL battles which rage in silence.

Mar 4, 2020 - 9:20pm

David Rosenberg is great and....

so is Lacy Hunt. Now there's an economic barbell worth listening to - so how 'bout it Craig? Please place a call to Dr. Hunt.

Thanks a bunch.

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Key Economic Events Week of 5/18

5/18 2:00 ET Goon Bostic speech
5/19 8:30 ET Housing starts
5/19 10:00 ET CGP and Mnuchin US Senate
5/20 10:00 ET Goon Bullard speech
5/20 2:00 ET April FOMC minutes
5/21 8:30 ET Philly Fed
5/21 9:45 ET Markit flash PMIs for May
5/21 10:00 ET Goon Williams speech
5/21 1:00 ET Goon Chlamydia speech
5/21 2:30 ET Chief Goon Powell speech

Key Economic Events Week of 5/11

5/11 12:00 ET Goon Bostic speech
5/11 12:30 ET Goon Evans speech
5/12 8:30 ET CPI
5/12 9:00 ET Goon Kashnkari speech
5/12 10:00 ET Goon Quarles speech
5/12 10:00 ET Goon Harker speech
5/12 5:00 ET Goon Mester speech
5/13 8:30 ET PPI
5/13 9:00 ET Chief Goon Powell speech
5/14 8:30 ET Initial jobless claims and import prices
5/14 1:00 ET Another Goon Kashnkari speech
5/14 6:00 ET Goon Kaplan speech
5/15 8:30 ET Retail Sales and Empire State index
5/15 9:15 ET Cap Ute and Ind Prod
5/15 10:00 ET Business Inventories

Key Economic Events Week of 5/4

5/4 10:00 ET Factory Orders
5/5 8:30 ET US Trade Deficit
5/5 9:45 ET Markit Service PMI
5/5 10:00 ET ISM Sevrice PMI
5/6 8:15 ET ADP jobs report
5/7 8:30 ET Productivity
5/8 8:30 ET BLSBS
5/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 4/27

4/28 8:30 ET Advance trade in goods
4/28 9:00 ET Case-Shiller home prices
4/29 8:30 ET Q1 GDP first guess
4/29 2:00 ET FOMC Fedlines
4/29 2:30 ET CGP presser
4/30 8:30 ET Pers Inc and Cons Spend
4/30 9:45 ET Chicago PMI
5/1 9:45 ET Markit Manu PMI
5/1 10:00 ET ISM Manu PMI

Key Economic Events Week of 4/20

4/20 8:30 ET Chicago Fed
4/21 10:00 ET Existing home sales
4/23 8:30 ET Weekly jobless claims
4/23 9:45 ET Markit flash PMIs
4/24 8:30 ET Durable Goods

Key Economic Events Week of 4/6

4/8 2:00 ET March FOMC minutes
4/9 8:30 ET Producer Price Index
4/10 8:30 ET Consumer Price Index

Key Economic Events Week of 3/30

3/31 9:45 ET Chicago PMI
4/1 8:15 ET ADP Employment
4/1 9:45 ET Markit manu PMI
4/1 10:00 ET ISM manu PMI
4/2 10:00 ET Factory Orders
4/3 8:30 ET BLSBS
4/3 9:45 ET Market service PMI
4/3 10:00 ET ISM service PMI

Key Economic Events Week of 3/23

3/24 9:45 ET Markit flash PMIs
3/25 8:30 ET Durable Goods
3/26 8:30 ET Weekly jobless claims
3/27 8:30 ET Personal Inc and Spending

Key Economic Events Week of 3/9

(as if these actually matter)
3/11 8:30 ET CPI
3/12 8:30 ET weekly jobless claims
3/12 8:30 ET PPI
3/13 8:30 ET Import Price Index

Key Economic Events Week of 3/2

3/2 9:45 ET Markit Manu PMI
3/2 10:00 ET ISM Manu PMI
3/2 10:00 ET Construction Spending
3/4 8:15 ET ADP employment
3/4 9:45 ET Markit Service PMI
3/4 10:00 ET ISM Services PMI
3/5 8:30 ET Productivity & Unit Labor Costs
3/5 10:00 ET Factory Orders
3/6 8:30 ET BLSBS
3/6 10:00 ET Wholesale Inventories

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