Rosenberg Research

Has the Federal Reserve miscalculated? We believe so. Trump’s policies are set to drive the neutral rate of interest lower than widely assumed - reshaping expectations for investors and policymakers alike. In this Special Report, we break down the key policy drivers and explore…

🌐The Investor’s Guide to Artificial Intelligence: How to Profit from the Next Chapter in This “Fourth Industrial Revolution” This in-depth Special Report breaks down AI's industry and economic impacts, financial market implications, and key investing opportunities. Packed…

🌍“Markets, Macro, and Marko” | Free Special Webcast -- July 8th, 2025 @ 4PM ET Join David Rosenberg for a rare, Special Complimentary Webcast featuring one of the sharpest minds in global strategy: Marko Papic. Marko recently returned to the Bank Credit Analyst as…

This deepfake video has been taken down. If anyone sees anything like this, know that it is not ME! I have never, nor will I ever, be pushing penny stocks to anybody.

We have been made aware of a scam currently circulating, where individuals are impersonating Rosenberg Research and attempting to mislead the public through unofficial groups. Please be advised: - Rosenberg Research does NOT operate or endorse any WhatsApp groups or TikTok…

Tariffs on. Tariffs off. Tariffs on. Tariffs off. Welcome to the world of Trump. Total chaos. Nobody can forecast. Nobody can plan. All in the name of Making America Great Again. Who knew all it would take to achieve what would be to inject extreme volatility into the macro and…

Investing in Extremely Uncertain Times: A Conversation with Lyn Alden Please join @EconguyRosie for his next webcast on February 12th at 4 p.m. ET, when he will be hosting, on popular demand, @LynAldenContact. Lyn is an independent investment and macroeconomic analyst who…

Join @EconguyRosie on January 30th at 3 p.m. ET for a special webcast panel featuring the last three bond bulls still roaming the earth — Lacy Hunt, Gary Shilling and Dave himself. This is your chance to hear from a panel of the most seasoned voices in the bond market as they…

We are excited to announce the release of our 2025 Outlook: From Uncertainty to Opportunity - Investing in a Volatile World. This report is designed to assist our clients in navigating the challenges posed by uncertainty -- now a defining characteristic of the global economy.…

Yesterday, @EconguyRosie hosted Mike Wilson, CIO and Chief U.S. Equity Strategist for Morgan Stanley, on his final webcast of 2024. Mike, as erudite as ever, described his shift from uber bear to cautious bull. In essence, what had caught his eye was an acceleration in the rate…

Black Friday Deal: Unlock Up to $1,000 Off! Don't miss out on this opportunity to gain access to our macroeconomic research at a special discount. Sign-up for our FREE Trial before November 30th to receive this limited time offer: hub.rosenbergresearch.com/rr-black-frida…

Last week, our Founder and President, @EconguyRosie, joined Jeff Hales from Management to discuss the Canadian economic outlook and investment opportunities. You can find the key takeaways from the event here: focusasset.ca/insights/macro…, and watch the full video replay here:…

Niall Ferguson, as always, was on his game. His comments about the base-case scenario from the November 5th election are going to come as a big surprise to a whole lot of folks. To repeat – his base case is a tail risk for a lot of investors. And keep in mind that he is extremely…

Join Dave on Monday, October 21st at 4 p.m. when he will be hosting a special webcast with legendary economic and political seer, Niall Ferguson @nfergus. They will discuss the various scenarios regarding the November 5th election and how investors should be preparing their…

Please join Dave for the next webcast on Tuesday, October 15th at 4:00 PM when he will be hosting Ed Devlin, former bond-trading superstar at Merrill Lynch and portfolio manager at PIMCO, where he took the AUM in the Canadian market from zero to $50 billion in a matter of a few…

Last week on our Webcast with Dave series, Omair Sharif of Inflation Insights delivered an excellent CPI tutorial. Let’s just say that based on his detailed analysis of the various components of the index and the upcoming pattern he expects to see in the dominant rental…

Please join Dave on September 25th at 4pm ET when he will be hosting Omair Sharif, who is the number one expert on the U.S. consumer price index. Omair, who has 18 years of experience on the sell-side and is founder and president of Inflation Insights, has a deep wealth of…

On September 12th, our VP & Senior Economist Dylan Smith will be speaking at the @Optimum_Bank virtual conference. Dylan and the other panelists will be discussing their thoughts on navigating global economic trends - including risks, opportunities, and banking insights. Learn…