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 Commercial Real Estate sector mean for bank stocks.
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In This Episode
The Week in Review (0:50) — What’s changing relative asset prices, and some notes on Harris’ economic agenda
The Week Ahead (9:21) — Personal Income and Expenditure headline the week
The Spotlight (9:57) — The overlooked risks of rising CRE distress
Canada Corner (11:38) — Don’t shed a tear for the loonie