David Rosenberg's Ten Thoughts for 2011

January 3rd, 2011
in Background

Wall Street Cheat Sheet:  David Rosenberg, chief economist for Gluskin Sheff, Toronto, has identified ten important investment themes for 2011.

Follow up:


  1. People are overbullish on U.S. stocks.
  2. U.S. will see 2% GDP growth or less.
  3. More problems in Europe, China and munis.
  4. Dollar will be stronger.
  5. Emerging marlets will struggle.
  6. U.S. Treasury yield curve will flatten.
  7. Canada dollar is overvalued.
  8. U.S. deflation worries will return.
  9. Some bonds will do well.
  10. U.S. will have more housing pain.

Read details at Wall Street Cheat Sheet......

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