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Early Morning with Dave
Rotation Into Defensive and Rate-Sensitive Equity Sectors
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Rotation Into Defensive and Rate-Sensitive Equity Sectors

Playing defense in the equity market

David Rosenberg's avatar
David Rosenberg
Aug 27, 2024
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Early Morning with Dave
Early Morning with Dave
Rotation Into Defensive and Rate-Sensitive Equity Sectors
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Highlights

  • Playing defense in the equity market

  • Birth-Death model creates an illusion of a strong jobs market

  • All roads lead to a deflationary output gap ahead

  • The Fed is ready to cut rates

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