Rosenberg Research & Associates Inc.

The countdown has begun! In just one week, I will be hosting a rare in-person webcast with the bond guru of the day, Jeffrey Gundlach, founder of DoubleLine Capital. This will be the first-ever in-person discussion in the history of our webcast series - broadcasted live and in-studio on May 23, 2024 at 1 PM (ET). Spots are running low so be sure to register before this special event reaches capacity. Not an event you will want to miss! Access your complimentary pass here: https://lnkd.in/g7Kx9XUt

Dylan Smith, Vice President & Senior Economist at Rosenberg Research, talks with Financial Post's Larysa Harapyn about why the Bank of Canada should start cutting rates. Watch their discussion here: https://lnkd.in/daMNJGKu

Please join David Rosenberg on our next webcast on May 14th at 11am (ET), where Trevor Greetham will be joining the call. Dave worked closely with Trevor back in his Merrill Lynch days when Trevor was the global strategist. Trevor now is responsible for driving the asset allocation process for U.K. fund manager Royal London Asset Management .   Anyone interested in cross-global, multi-asset investment strategy should definitely dial into this one. Register here: https://lnkd.in/gi4AMW8W

Watch Dylan Smith, our Vice President & Senior Economist, on this recent episode with Wealthion. They dive into the aftermath of the recent Fed meeting, their latest decision to not cut rates, the unexpected twists in Q1 earnings, and where the economy appears to be headed to next. Check out their discussion, here: https://lnkd.in/ezcbKMN8

April's jobs report missed expectations, with the US economy adding 175,000 jobs. David Rosenberg, the founder of Rosenberg Research & Associates Inc. who called the 2008 recession while working as Merrill Lynch's chief US economist, counts himself among the skeptics of the US economic expansion. Rosenberg warns of substantial downward revisions ahead for non-farm payroll data. "The revisions will not be coming for another six months and when they do get released, it will come as a shock to the Fed — and to the markets as well," Rosenberg said. "The Fed now intends to stay on the sidelines as it closely watches lagging and contemporaneous indicators that are littered with high error terms, and the longer it waits, the more it is going to have to do on the rates front. Shades of 1991, 2001 and 2008." Learn more about market expectations and the future of AI in the workplace on BI: https://lnkd.in/d_XwThpM (Credit: Getty) #markets #economy #jobs

Register for a complimentary ticket here: https://lnkd.in/gAucEUpS

How do Fed errors, misread inflation, and wrong job data affect the economy? Catch the latest interview with Jeremy Szafron as he talks to David Rosenberg, an economist and founder of Rosenberg Research & Associates Inc. Rosenberg sheds light on Federal Reserve policy errors, the true nature of #inflation data, and the problematic aspects of employment statistics. Watch the full interview – https://lnkd.in/gTGS8uFv 🔗 #KitcoNews #EconomicForecast #FederalReserve #InflationData #JobMarket #interestrates #MonetaryPolicy #GlobalEconomics #economy 

For the first time in my 4+ years of hosting the Webcast with Dave series, I had an analyst on who came armed with a menu of “risk-on” and “risk-off” stocks for investors to choose from. I should add that Gerard Cassidy is as positive on the U.S. banks today as he was coming out of the GFC in May 2009. Watch the full replay of my discussion with Gerard, here: https://lnkd.in/dxifsCBq

I was on BNN Bloomberg this morning with Ed Devlin of Devlin Capital, where I laid the case for the Bank of Canada to start cutting rates as soon as possible. Watch below: https://lnkd.in/gWTenCiN

Please join me on May 23rd at 1pm (ET), when I host a rare in-person webcast with the bond guru of the day, Jeffrey Gundlach, founder of DoubleLine Capital. We will be discussing everything from the freshened-up outlook for growth, inflation, the Fed, to all aspects of the fixed-income market. Not an interview and discussion you will want to miss! Register for a complimentary ticket here: https://bit.ly/3wlVGnR