The David Lin Report · Thursday, September 3, 2026
David Rosenberg believes the Federal Reserve is poised to make a significant policy mistake by hiking rates into an oil shock, warning that this could lead to negative consequences and a riskier investing environment. He advises de-risking in the stock market and avoiding duration in bonds.
“I think the Fed is going to make a big blunder.”
“I I frankly think it's going to be a pretty big policy mistake.”
“And you want to at the margin start de-risking in the stock market.”