Rosenberg predicts that within 24 months the CPI will see at least one month of negative year-over-year headline print, going well below the 2% consensus forecast, driven by goods deflation and services disinflation from housing supply.
forecastpending
Speaker
David RosenbergEvidence Quote
“in the next 24 months, I will go on record as saying we will see at least one month of a negative year-on-year print on the CPI headline”
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
Loading notes...