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Early Morning with Dave
Not Much for the Inflation-Phobes to Harp About
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Not Much for the Inflation-Phobes to Harp About

Stronger U.S. dollar exerts a deflationary impulse

David Rosenberg's avatar
David Rosenberg
Jan 17, 2025
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Early Morning with Dave
Early Morning with Dave
Not Much for the Inflation-Phobes to Harp About
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Highlights

• Stronger U.S. dollar exerts a deflationary impulse

• Canada won’t win a tariff war

• Rebuilding effort and declining tax base to weigh on California bonds

• U.S. fiscal outlook remains clouded

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