Rosenberg Round-Up

Aug 30 2024 36 ep. 17 mins 27
Rosenberg Round-Up Podcast artwork

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

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Au Revoir

Aug 30 2024 1 mins  

Brother, Can You Spare a Job?

Aug 23 2024 13 mins  
On this week’s episode of the Rosenberg Round-Up, we discuss what’s behind the recent rebound in equities and the changing cross-asset picture, as well as what the 28% downward revision in employment growth is telling us. We also shed light on what lingering risks in the Commercial Real Estate sector mean for bank stocks. Visit our sponsor Kalshi today and get $20 in credit to

Powell to Set the Rate-Cutting Table at Jackson Hole

Aug 16 2024 17 mins  
The September FOMC meeting is about how much to cut rates | A look at the Harris vs. Trump polls and what it means for markets | The case for gold is stronger than ever Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg For a 30-day free trial of our research, click here: ⁠https://web.rosenbergresearch.com/RosenbergR

“The Real Threat Is an Own Goal Not a Black Swan” | Brett House

Aug 14 2024 42 mins  
In our latest special interview episode, we welcome seasoned market economist and current Columbia Business School professor Brett House to discuss the Yen carry trade reversal sending shockwaves through markets, all things Powell and the Fed with a special look at Jackson Hole, Trump vs. Harris and the Bank of Canada The Yen carry trade reversal (1:35) | The Fed’s assessment o

Navigating the Turbulence

Aug 09 2024 13 mins  
Taking stock after a volatile week | Macro data will drive markets | Going defensive Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg For a 30-day free trial of our research, click here: ⁠https://web.rosenbergresearch.com/RosenbergRoundupTrial⁠ Send us your questions and requests at: information@rosenbergresearch

Land of the Rising Yen

Aug 02 2024 13 mins  
The evolving global rate picture | Earnings to drive market in macro-lite week ahead | How to invest in the land of the rising Yen Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg For a 30-day free trial of our research, click here: ⁠⁠⁠⁠⁠https://web.rosenbergresearch.com/RosenbergRoundupTrial⁠ Send us your

The Mag 7 Run Out of Ammo

Jul 25 2024 21 mins  
The bull run has come to a grinding halt as large-cap tech retreats from overstretched valuations. But the concerning macro narrative driving the rest of the market deserves more attention. Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg For a 30-day free trial of our research, click here: ⁠⁠⁠⁠⁠https://web.ro

London Calling: The Case for a Post-Election Re-Rating in U.K. Assets

Jul 19 2024 19 mins  
Markets take a sharp turn | June activity data surprised to the upside, but Q2 GDP unlikely to impress | Emerging investment opportunities across the pond as the U.K. enters a period of stability Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg For a 30-day free trial of our research, click here: ⁠⁠⁠ ⁠https://w

Concerning Earnings: What to Look for in Q2 Reports

Jul 12 2024 18 mins  
Powell signaled the need for more “confidence” in his congressional testimony – did a light inflation print deliver it? We also touch on political and economic developments in Europe, and shine our spotlight on the upcoming earnings season. Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg For a 30-day free trial

“Not a Bull Market, a Bifurcated Market” | David Rosenberg

Jul 09 2024 35 mins  
In our latest special interview episode, we welcome back our Founder and President, David Rosenberg, to get his views on a perplexing stock market, what we can learn from the past, and how to think about the U.S. election – among much else. Is this even a bull market? (0:30) David's Philosophy on Investing in this market (2:57)What is the discount rate telling us right now?