EMM News Explorer: David Rosenberg

[ wrote]: New home sales only accounted for a mere six percent share of total single family sales, versus around 20 percent in the cycle peak in 2005,

csmonitor 25-MAR-11

[ said]: What is very clear from both this week’s resale and new homes sales data is that ‘trading down’ has become a key and rather deflationary feature of the residential real estate market,

csmonitor 25-MAR-11

[-remarks]: The Fed so desires to have inflation,

csmonitor 23-MAR-11

[ observes]: Perhaps the most important event that the stock market will have to contend with is the end of quantitative easing,

csmonitor 23-MAR-11

[ said]: The risk that the turmoil in the Arab states spreads further could very easily touch of further gyrations and upward pressure on energy prices, expecially with Chinese demand showing no sign of abating ... yet,

theglobeandmail 22-FEB-11

[-said]: I would think the only person who is capable of making an assessment is a family doctor,

TorontoStar 11-FEB-11

[explains:]: Even last year, that move to 4 per cent in April brought the stock market down to its knees and this ended up helping turn the Treasury market’s fortunes around. In other words, these bond selloffs end up being self-correcting once the damage starts to seep into the stock market.

theglobeandmail 07-FEB-11

[ said]: From my lens, any inflation we’re going to see could be a scare,

theglobeandmail 25-JAN-11

[ says]: You're starting to see the retail investor pile into stocks now that the market has nearly doubled,

wsj 22-JAN-11

[ said]: There is no shortage of financial-market event risk that could cause numerous bumps,

theglobeandmail 08-JAN-11

[ said]: While the pace of credit expansion has moderated, as Mr. Carney points out, it continues to surpass the growth in both income and assets,

theglobeandmail 15-DEC-10

[ said]: There is absolutely no question that Canadian household balance sheets eerily resemble their U.S. counterparts of roughly three to four years ago,

irishsun 14-DEC-10

[ wrote]: Ireland, Greece and Portugal are basically insolvent and we will probably find out in due course that while these countries are too big to fail, and Spain is too big to rescue — this saga is far from over,

irishsun 04-DEC-10

[says:]: I love him like a brother, and if I was starting a fund I'd be saying the same thing.

irishsun 22-NOV-10

[ says]: We were joined at the hip,

irishsun 22-NOV-10

[ says]: The equity markets are running on fumes,

irishsun 07-NOV-10

[ says]: the soup lines are in the mail,

news 06-NOV-10

[ said]: both been widely discounted in recent months,

CBC 04-NOV-10

[ declared]: a surreptitious way to bolster the U.S. economy through currency depreciation,

theglobeandmail 14-OCT-10

[ said]: We know the Fed is going to be doing something,

irishsun 07-OCT-10

[-told]: Follow the bike in front of you,

upi 05-OCT-10

[ said]: They are still holding on to more cash in the same way that Noah built the ark,

theglobeandmail 04-OCT-10

[-said]: The basic materials complex is no longer just a cyclical play, it’s also a play on secular growth dynamics as it pertains to the most dynamic part of the global economy right now, which is emerging Asia,

irishsun 23-AUG-10

[says:]: It matters little what level Treasury yields are sitting at. You could be sitting there with a 10 per cent coupon but if yields, for whatever reason, were to jump to 20 per cent and stay there, you would likely suffer a huge loss if you had to sell before maturity. So the fact that yields are at 10 per cent or 3 per cent matters little in this debate.

theglobeandmail 19-AUG-10

[ said]: Something called the economy got in the way [of the vigilantes],

theglobeandmail 14-AUG-10

[ said]: We've already taken a trillion dollars of household debt out of the system, either written down, walked away from, or modified,

msnbc 13-AUG-10

[ said]: Having the Fed cut its forecasts again is too tough for the equity market to take,

cnn 12-AUG-10

[ said]: The prospects of a double-dip or some facsimile thereof were bolstered by the contours of the second-quarter GDP report,

telegraph 30-JUL-10

[ said]: This is the first time I have seen a regional Fed bank president discuss deflationary risks to this extent, and to come right out with a comparison to the Japanese experience. This is truly remarkable,

irishsun 30-JUL-10

[ said]: The scars remain,

irishsun 28-JUL-10

[ said]: The Canadian dollar is a currency you want to own,

thestandard 25-JUL-10

[ said]: The question he has to answer on behalf of the Administration is why their forecast of an 8-per-cent unemployment rate, given all the stimulus it was going to provide, never did materialize, and what exactly is the long-term benefit to the economy of paying people to be out of work for two years,

theglobeandmail 07-JUL-10

[ declared]: The flight-to-safety trade is back in vogue,

theglobeandmail 30-JUN-10

[ says]: These types of brutal downdraughts coupled with intense volatility are generally the hallmark of overvalued markets as we saw in 1990, 1998, 2000 and again in 2007,

theglobeandmail 29-JUN-10

[-notes]: is that we have a Canadian version of the U.S. real estate bubble. Not exactly the same, but close enough. We've relaxed lending standards, we have high unemployment, and we've reached a point of unsustainability in the housing market. I see real estate values falling shockingly.

msnbc 28-JUN-10

[ said]: hinted at a prolonged period of a near-zero policy rate,

theglobeandmail 28-JUN-10

[ says]: It could be that investors see Canada entering a renaissance,

msnbc 28-JUN-10

[ said]: not a game changer,

dailytimesPK 22-JUN-10

[ said]: It’s probably too early to call for a ‘double dip,’

msnbc 10-JUN-10

[ said]: the most dovish ever coming on the day of the first hike,

wsj 01-JUN-10

[ says]: Even though the lagging economic data have improved measurably, there has already been enough of a tightening of economic conditions to allow the bank to sit back and assess how the debt crisis unfolds,

wsj 01-JUN-10

[added that:]: the downdraft in the market in recent weeks reflects the financial risk related to the European debt crisis, the monetary tightening in China and the re-regulation of the financial sector that is currently making its way through to Congress. The next leg down in the equity market specifically and cyclical assets more generally is economic risk.

theglobeandmail 26-MAY-10

[said:]: After swining wildly on the back of the massive fiscal and monetary stimulus from -29.87 per cent on Dec. 5, 2008, to +28.54 per cent on Oct. 9, 2009, the ECRI leading economic index (smoothed) has slumped all the way back down to 9 per cent in the May 14 week (down from 12.15 per cent the week before in what was the steepest one-week slide on record). At 9 per cent, it is back to where it was last July when the S&P 500 was hovering near the 900 mark. In the past 30 years, there has only been one other

theglobeandmail 26-MAY-10

[ said]: This has to go down as one of the most fragile economic recoveries in recorded history,

nytimes 26-MAY-10

[ said]: The European situation is dicey. ... Deflation risks globally are high and rising,

usaToday 17-MAY-10

[ said]: is symptomatic of the onset of a bear market phase, or at least, the very late stage of a bull run,

theglobeandmail 10-MAY-10

[ writes]: The problem, of course, is that if Greece is bailed out, then surely Portugal, Ireland, Spain, and perhaps even Italy may not be too far behind,

csmonitor 28-APR-10

[ writes]: …the current rebound in the economy is a statistical mirage,

csmonitor 01-APR-10

[-said]: I would be looking for a second-half growth relapse that sees the unemployment rate climb back to a new cycle high once the Census hiring effect subsides,

news 29-MAR-10

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