If the divergence between sales and inventories continues, the inventory-to-sales ratio will breach the critical five months' supply threshold by year-end, ... Price action is sure to follow.
More Quotes from David Rosenberg:
If the Fed is truly data dependent, then what matters most...is the data flow for the second quarter. What do we know about the second quarter Well, not that much, but what we do know suggests a slowing to around a 2.5 annual rate.David Rosenberg
The first of the boomers turn 60 this year. They are about to retire, and they have been spending as if they were 30, for the last 30 years.
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When rates back up, growth slows ... quickly. Fully three-quarters of the time in the past five years when we endured a bond yield spasm like we have seen since mid-January, GDP (Gross Domestic Product) growth slowed the following quarter and by an average of one percentage point.
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Although an inverted yield curve does not always imply an economic recession, it has predicted a profit recession 100 per cent of the time.
David Rosenberg
Out of those five times, the economy fell into recession 100 per cent of the time.
David Rosenberg
Investors should be focused on regions where there are healthy balance sheets and high personal savings rates. Areas where there will be appreciating currencies, where there is pent-up demand and where there is an ability among policy makers to spur that pent-up demand.
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Based on Topics: Actions Quotes, Sales QuotesBased on Keywords: divergence, inventories, inventory-to-sales, year-end
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