GDP Says Boom. Reality Says Recession.
VRIC Media Apr 6, 2026
Summary
David Rosenberg highlights a growing disconnect between headline GDP growth and underlying economic weakness in the U.S. economy.
Key indicators such as labor input and real disposable income suggest the economy may be weaker than official GDP figures indicate.
Investors should be cautious as macroeconomic divergence signals potential recession risks that could impact financial markets and commodities.