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Podcast: Inflection Point
Episode: David Rosenberg: A 2023 Recession Is Unavoidable
Description: On today's episode of On the Margin, David Rosenberg Founder and President of Rosenberg Research joins the show to answer the question: "Have we hit the bear market low?". We start with David's view that the market is still overpriced and the overwhelming odds of a recession in 2023. He explains why the yield curve is the most important variable, what to watch in the bond market and how a consumer default cycle will play out. We then finish the discussion on supply-side inflation, why David expects deflation is on the horizon and what to...