Part 4/10:
David Rosenberg added to the narrative, emphasizing recent core PCE (Personal Consumption Expenditures) data showing deflationary pressures in goods, particularly influenced by shifts in auto insurance and rental markets. He projected significant rental and insurance disinflation in the near term, and while recognizing inflation's recent stabilization, he remained cautious about underestimating the downward movements induced by evolving economic undercurrents.