Rosenberg Round-Up

This week, our spotlight is on our recent gold special report, along with a touch on some other commodities. The Week in Review (2:08) — A spring thaw in the U.S. data (but can it last?) The Week Ahead (5:17) — All eyes on the BoC and ECB for a dovish tilt, and the U.S. CPI key for what the Fed says next The Spotlight (6:12) — Gold to $3,000? And should we be worried about broader commodity prices...

This week, we look back at some housing data and why there has been a pivot in that space. Our spotlight focuses on regional banks and why caution is warranted. The Week in Review (3:10) — Is housing becoming a buyer's market?  The Spotlight (6:06) — What do regional banks and rocket ships have in common? Canada Corner (10:07) — Time to “smash the emergency glass” according to the Bank of Cana...

This week, we dissect the Fed’s pleasingly boring meeting amid a poor run of data. Our spotlight is on the worrying fiscal situation in the U.S., and when to start panicking. And Canada Corner is back in style.    The Week in Review (2:52) — Powell Plays the Central Banker   The Week Ahead (6:29) — U.S. Personal Consumption Expenditures Drop on the Friday Holiday The Spotlight / Interview (7:00) —...

This week, we dissect recent inflation data and ask what it means for next week’s Fed meeting. Our spotlight focuses on Korea and its Japan-esque potential.  The Week in Review (1:05) — How this week’s data shifted the narrative The Week Ahead (7:38) — All eyes on the Fed The Spotlight (9:57) — Does Korea deserve a place on your watchlist? For a 30-day free trial of our research, please click this...

This week, we get deep on the big market themes, discussing the rally in gold and Bitcoin, and pondering “where to?” for equities? Our spotlight interview focuses on why we’re sticking to our bullish long-term call on Japan.  The Week in Review (0:43) — Assessing the markets from, bullion to equities to bitcoin The Spotlight / Interview (8:30) — Japan: a good time to stop and smell the cherry blos...

This week, we discuss the scattered early signals on Q1 activity. Our Spotlight is on how “exceptional” the U.S. growth acceleration was in a global context.  The Week in Review (1:55) — The “choose your own adventure” economy The Spotlight (6:23) — The new U.S. (economic) exceptionalism Canada Corner (13:02) — Canada narrowly escapes a recession, but it’s not getting any wealthier For a 30-day fr...

This week we discuss the Fed Minutes along with the LEI. Our spotlight is on the Nifty Fifty and how history tends to rhyme.    The Week in Review (1:18) — Spending a ‘minute’ on the Fed and a look at the LEI The Week Ahead (5:27) — All eyes on consumer spending and consumer inflation data The Spotlight (5:42) — The Nifty Fifty and the Magnificent Seven have a lot in common Canada Corner (8:09) —...

This week we sit down with Dave Rosenberg to talk about the hot start to the year for equity markets and the U.S. economy as a whole. Dave outlines why we don’t see enough in the early data to drop our 2024 recession call.   Introduction (0:20) The Week in Review (0:41) — Reflecting on a disappointing CPI number The Week Ahead (1:37) — Fed minutes to provide clarity on what might give the FOMC the...

This week, we take a look into U.S. household debt and credit, finding that consumers are looking far from “resilient.” We also host Marius Jongstra, head of market strategy at Rosenberg Research, for his latest views on the major asset classes. Introduction (0:20) The Week in Review (0:44) — Diving into the U.S. credit data via the SLOOS and NY Fed’s Household Debt and Credit report The Week Ahea...

This is the Rosenberg Round-Up, hosted by Dylan Smith, Senior Economist at Rosenberg Research. On this week’s episode, we host Bhawana Chhabra, CFA, Senior Market Strategist at Rosenberg Research, for a look at her new report on the US equity market titled “What’s Priced In.” Introduction (0:20) — Welcome to another week of Rosenberg Round-Up The Week in Review (1:12) — Diving into the latest Fed...

Welcome to the inaugural episode of Rosenberg Round-Up, hosted by Dylan Smith, Vice President and Senior Economist at Rosenberg Research. On this week's episode, we host David Rosenberg for his outlook on the year ahead. Introduction (0:20) — Welcome to the Rosenberg Round-up The Week in Review  (1:43) — S&P 500 hits new all-time high, but we’re not convinced  The Week Ahead  (3:27) — Here...