Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
The Trump Trade Show: Destined to Be a Flop
There is now certainty that this White House trade strategy is both nonsensical and unachievable.
Apr 7
•
David Rosenberg
1
Share this post
Memo From the Chief Economist
The Trump Trade Show: Destined to Be a Flop
Copy link
Facebook
Email
Notes
More
February 2025
Beware of the Soon-to-Fade ‘Wealth Effect’
“I’m actually pretty negative for the first time in a while.
Feb 25
•
David Rosenberg
Share this post
Memo From the Chief Economist
Beware of the Soon-to-Fade ‘Wealth Effect’
Copy link
Facebook
Email
Notes
More
Make Volatility Great Again
Trump has kicked off a potential tariff war, but the only real certainty is more volatility.
Feb 3
•
David Rosenberg
Share this post
Memo From the Chief Economist
Make Volatility Great Again
Copy link
Facebook
Email
Notes
More
January 2025
Back to the De-Risking File
If you recall, shortly after Donald Trump got elected, I published a piece on what heightened uncertainty means (or should mean) for risk premiums…
Jan 15
•
David Rosenberg
Share this post
Memo From the Chief Economist
Back to the De-Risking File
Copy link
Facebook
Email
Notes
More
Still Expecting More than 100 Basis Points Out of the Fed This Year (And Market Implications)
Let’s talk bonds and what the real driver has been and will continue to be.
Jan 7
•
David Rosenberg
3
Share this post
Memo From the Chief Economist
Still Expecting More than 100 Basis Points Out of the Fed This Year (And Market Implications)
Copy link
Facebook
Email
Notes
More
December 2024
Risky Business
The Bottom Line: We are in this strange backdrop where investors believe that there is no recession risk, no risk of earnings disappointments, no risk…
Dec 16, 2024
•
David Rosenberg
Share this post
Memo From the Chief Economist
Risky Business
Copy link
Facebook
Email
Notes
More
Lament of a Bear
“Exponentially rapidly rising or falling markets usually go further than you think, but they do not correct by going sideways.”
Dec 5, 2024
•
David Rosenberg
26
Share this post
Memo From the Chief Economist
Lament of a Bear
Copy link
Facebook
Email
Notes
More
1
November 2024
It’s Complicated!
So De-risk, Move to Cash, and Don’t Chase Your Tail Risk!
Nov 18, 2024
•
David Rosenberg
1
Share this post
Memo From the Chief Economist
It’s Complicated!
Copy link
Facebook
Email
Notes
More
September 2024
Why The Bond Rally Has Sputtered
The rally has hit the pause button - but history suggests yields are bound to fall
Sep 30, 2024
•
David Rosenberg
1
Share this post
Memo From the Chief Economist
Why The Bond Rally Has Sputtered
Copy link
Facebook
Email
Notes
More
Not Shaken, Not Stirred
I have been receiving quite a few emails of late regarding the “blown” recession call and that it may be time for me to embrace the “Goldilocks” economy…
Sep 19, 2024
•
David Rosenberg
Share this post
Memo From the Chief Economist
Not Shaken, Not Stirred
Copy link
Facebook
Email
Notes
More
Why Politics and Economics Don't Mix
Mark Twain, if he were alive today, would likely update his famous refrain to “Lies, damned lies, statistics and politics.”
Sep 9, 2024
•
David Rosenberg
Share this post
Memo From the Chief Economist
Why Politics and Economics Don't Mix
Copy link
Facebook
Email
Notes
More
August 2024
A Bear's Lament
There are two issues still confronting the stock market.
Aug 22, 2024
•
David Rosenberg
Share this post
Memo From the Chief Economist
A Bear's Lament
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
