EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

The Year of the Tiger is Biting Hard

Rosenberg Research

Thu 10 Mar 2022 - 15:00

Topics

Inflation will melt in the second half

Recession odds are on the rise

Households are massively exposed to an equity bear market

Residential real estate is an accident waiting to happen

The Fed has created an unprecedented set of asset bubbles

Watch the yield curve