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Credit Strains and Consumer Frugality
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Credit Strains and Consumer Frugality

There are signs of continued pressure on the credit front

David Rosenberg's avatar
David Rosenberg
Jan 15, 2024
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Early Morning with Dave
Early Morning with Dave
Credit Strains and Consumer Frugality
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Highlights

  • Japan and India shine as analysts play catch-up 

  • Time to play defense in a geopolitically uncertain world 

  • Looking at investment themes beyond the S&P 500 — bonds, energy stocks and uranium 

  • Bank earnings put a spotlight on the credit cycle 

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