Rosenberg Round-Up

Au Revoir

Brother, Can You Spare a Job?

Powell to Set the Rate-Cutting Table at Jackson Hole

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

Navigating the Turbulence

Land of the Rising Yen

The Mag 7 Run Out of Ammo

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

Concerning Earnings: What to Look for in Q2 Reports

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

Economic Consequences of the U.S. Election

What a Mean-Reverting Savings Rate Would Mean for the Economy

Margin Revolution – How U.S. Inflation Will Fall to 2%

Fed Does Its Best to Sound Hawkish — It Will Backfire

The Cutting Cycle Commences

Data Revisions, Rate Decisions, Growth Previsions

The Macro View From Europe | Gerhard Massenbauer

Setting the Record Straight on Household Balance Sheets

Not Your Father’s (or Grandfather’s) Emerging Markets

It’s Not a Drag Getting Old: An Emerging Investment Theme

Laboring Over the Job Market Misconceptions

The Downside GDP Surprise was Less Than Surprising

How Investors Should Prepare For the Day of Fiscal Reckoning | David Hay

Are Bulls Finally Seeing Red?

Deconstructing “Weird Wednesday”

Going for Gold

Should We Still Be Worried About Regional Banks?

Fighting The Fiscal Boogeyman

The Real, the Nominal, and the Fed

Bitcoin Glitters, but is it Gold?

The “Choose Your Own Adventure” Economy

The Magnificent Seven Are the New Nifty Fifty

David Rosenberg on Why We’re Sticking to Our Guns

U.S. Consumers Have a Strict Debt Only Diet

“What's Priced In” to U.S. stocks

David Rosenberg on the 2024 Outlook