Rosenberg Research

⚠️Private Capital's Low-Volatility Illusion Shatters With geopolitical attention locked on Iran, a quieter but important story is unfolding: fault lines are emerging across the $2 trillion private credit market. The pattern is familiar to students of financial history. The smooth return profiles, the opacity, the reach for yield. It echoes the leveraged mortgage credit and mezzanine CDO structures of summer 2007, in the months before they triggered the Great Financial Crisis. Smoothed valuations are not the same as stable valuations. Our recent report examines what the data are actually telling us, and why now is the wrong time to look away. → Read the full analysis: app.rosenbergresearch.com/api/v1/publica…

🌐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 with insights on the economic ripple effects, from job displacement to productivity gains and GDP growth, this 40+ page report arms investors with the knowledge needed to identify the winners, avoid the pitfalls, and allocate capital intelligently as A.I. infrastructure builds out in the years ahead. Access for FREE with a trial of our research or purchase the report: hub.rosenbergresearch.com/special-report…

🌍“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 Macro-Geopolitical Chief Strategist and SVP, leading their flagship BCA Access product and producing the influential GeoMacro Strategy. He brings a unique lens to the intersection of politics, policy, and markets, especially relevant in today’s world of global tensions and shifting power dynamics. Given current global tensions, expect a packed hour of thought-provoking commentary... and more than a few actionable investment ideas. To claim your free spot for this special webcast, register here: hub.rosenbergresearch.com/-marko-webcast…

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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 constructive implications for the bond market. Unlock the full analysis, read the report today: hub.rosenbergresearch.com/neutral-rate-s…

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 market landscape. Look at these charts below. Global economic uncertainty is at its highest level since the COVID-19 fear in May 2020, and the world trade uncertainty index is also at its most elevated reading since the first quarter of 2020. The former is a 3-sigma event, and the latter is nearly 2. What does this mean? Higher risk premia. Lower P/E multiples. Wider credit spreads. We will look back at cash at a 4.3% yield at the end of this year as being a major home run. Then gold and then bonds. Read on: app.rosenbergresearch.com/api/v1/publica…

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 provides research for retail and institutional investors. Over the years, Lyn has developed a very wide following and is a true out-of-the-box thinker with plenty of ideas on exploiting unidentified investor opportunities. Gain exclusive access to her latest perspectives: hub.rosenbergresearch.com/webcast-checko…

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 explore the future of the Fed and the Treasury market. This is a webcast you won't want to miss! Purchase a ticket: lnkd.in/gtAjC5JT

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. Our 2025 Outlook provides an in-depth analysis of this high-stakes landscape, offering insights to help investors adapt and thrive. If you're not a client yet, you can purchase the report using the following link: hub.rosenbergresearch.com/the-2025-outlo… To subscribe to our services, please email us at information@rosenbergresearch.com

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 of growth in analyst earnings forecasts. That process is intact, but there were a slate of concerns for the first half of 2025 that are currently curbing his enthusiasm. That said, he closed the webcast with his favorite long-short strategy heading into the new year— and we are fully on board. Access the replay: hub.rosenbergresearch.com/webcast-checko…

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: vimeo.com/1024053219/900…

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 well-informed. But you will have to dial in on where he is placing the odds for the White House and Congress and what the market implications are going to be. Purchase your tickets for the replay here: hub.rosenbergresearch.com/webcast-checko…

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 portfolios, with radically different outcomes for the markets depending on the winner and the down-ballot vote. Not one to miss. Purchase Ticket: hub.rosenbergresearch.com/webcast-checko…

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 years. Ed will walk us through where he sees the greatest potential and greatest pitfalls across the bond market universe. Purchase a ticket: hub.rosenbergresearch.com/webcast-checko…

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 segments, the folks out there who still reside in the “sticky” inflation camp will be wiping some egg off their face. Inflation and interest rates are going a lot lower, full stop. Watch the replay: hub.rosenbergresearch.com/webcast-checko…

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 knowledge on how the CPI is created and how to predict its direction, and he is going to instruct us on just how sticky or non-sticky the disinflation trend will be from here. Purchase a ticket: hub.rosenbergresearch.com/webcast-checko…