How Investors Should Prepare For the Day of Fiscal Reckoning | David Hay

How Investors Should Prepare For the Day of F...

Up next

Au Revoir
Brother, Can You Spare a Job?

On this week’s episode of the Rosenberg Round-Up, we discuss what’s behind the recent rebound in equities and the changing cross-asset picture, as well as what the 28% downward revision in employment growth is telling us. We also shed light on what lingering risks in the Commerci ...  Show more

Recommended Episodes

US equities slide as Nvidia-OpenAI deal raises questions
Moving Markets

US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much ...  Show more

Equities buoyed by strong corporate and economic data
Moving Markets

While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate ea ...

  Show more

Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
In Good Company with Nicolai Tangen

What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ...  Show more

Is Credit Suisse the Next Lehman Brothers?
The Breakdown

This episode is sponsored by Nexo.io, Circle and FTX US.   After a wild weekend of speculation and discussion, NLW breaks down what’s actually happening with beleaguered Credit Suisse, as well as why the FinTwit doom machine seems so focused on it.  - Nexo Pro allows you to ...  Show more