EVENTS:   Buckle Up for the Bond Market Meltdown - Dr. Frank Shostak/AAS Economics & Derek Sicklen/AAS Economics - 17 Jun 25   IRF Lunch: The Most Mispriced Market with David Woo - David Woo/David Woo Unbound - 18 Jun 25     ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   London   18 - 19 Jun 25       US, Europe and UK Real Estate Outlook - Hemant Kotak /Kolytics   •   Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul   24 - 26 Jun 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 19-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25      

The Year of the Tiger is Biting Hard

Rosenberg Research

Thu 10 Mar 2022 - 15:00

Topics

Inflation will melt in the second half

Recession odds are on the rise

Households are massively exposed to an equity bear market

Residential real estate is an accident waiting to happen

The Fed has created an unprecedented set of asset bubbles

Watch the yield curve