Rosenberg's Warning: This Housing Metric is Now ‘Worse’ Than the 2008 Crash скачать в хорошем качестве

Rosenberg's Warning: This Housing Metric is Now ‘Worse’ Than the 2008 Crash

A severe downturn in the U.S. housing market, a recession in Canada, and a new wave of political pressure on the Federal Reserve are creating a complex and dangerous environment for investors. In this exclusive, in-depth interview, renowned economist David Rosenberg joins Kitco News Anchor Jeremy Szafron to break down the powerful cross-currents driving markets right now. Rosenberg makes the case that the U.S. economy is already in a recession, but its effects are being masked by a singular boom in AI-related spending. He reveals one key housing metric that is now worse than at the lowest point of the 2008 Great Financial Crisis and explains why this deflationary cycle may have only just begun. Finally, Rosenberg unveils his "Bond Bullion Barbell" strategy, which he says has returned +18.5% year-to-date, outperforming the S&P 500 by 700 basis points, and explains why he "loves gold" but only "likes silver" in the current environment. Follow Jeremy Szafron on X: @JeremySzafron (  / jeremyszafron  ) Follow Kitco News on X: @KitcoNewsNOW (  / kitconewsnow  ) Follow David Rosenberg on X: @EconguyRosie (  / econguyrosie  ) 00:00 Introduction 01:03 Consumer Sentiment and Inflation Expectations 02:02 US Recession and AI Spending Boom 04:56 Trade Policy and Canada's Economic Outlook 09:23 Canada's Tax Competitiveness Issues 19:07 Federal Reserve's Rate Cuts and Inflation 20:42 Housing Market Deflation Concerns 24:53 AI Boom and Economic Impact 25:45 Fed's Data Dependency and Forecasting 26:54 Fed's Inflation Forecast and Labor Market Slack 27:23 Unemployment and Margin Squeeze 29:44 Housing Market Concerns 37:37 Gold as a Safe Haven 43:46 Central Banks and Precious Metals #DavidRosenberg #Recession #Gold #Silver #Investing #FederalReserve #HousingMarket #Economy #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram:   / kitconews   Facebook:   / kitconews   LinkedIn:   / kitconews   Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.