Rosenberg argues that supply-side pressures are clearly easing as evidenced by ISM vendor delivery delays dropping to their lowest level since March 2009 (the worst recession since the 1930s), coinciding with demand growth slowing due to monetary policy lags
factualpending
Speaker
David RosenbergEvidence Quote
“the vendor delay, the vendor performance, delivery delays are down to the lowest level since March of '09 when we were frozen in the worst recession since the 1930s”
Source
DoubleLine Round Table Prime, 2023 - Part 1: Macroeconomic State of Play 1-4-23— DoubleLine CapitalCreated: 8/11/2026, 1:33:48 AM
My Notes
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