Underlying U.S. Economic Trend Is 1-2 %, Says Rosenberg

The transcript discusses the fundamental weakness in the US economy, highlighting policy mistakes by the Federal Reserve and non-recurring factors affecting GDP growth. It examines the impact of debt and interest rates on the economy, particularly in the corporate sector. The discussion also covers regulatory relief and its positive effects on market support and corporate earnings growth.

What are the two non-recurring factors mentioned that affected GDP growth?

What impact do interest rate increases have on debt-laden balance sheets?

How does the current debt-to-GDP ratio compare to the peak of the last cycle?

What are the implications of regulatory relief on corporate spending?

Discuss the current state of corporate earnings growth and its significance.