Yesterday on Webcast with Dave, with special guest Steven Eisman, the two debated long and hard. Steven is extremely bullish on the outlook for the U.S. stock market (the big caps, mostly), his primary focus, and went so far as to declare that the economy has more dynamism today than at any time in his recollection. For the rest of his thoughts on AI, the tech sector, The Fed, inflation, and the upcoming election - you will simply have to dial into the replay! Access the full discussion here: https://lnkd.in/g4sRqHY9
Rosenberg Research & Associates Inc.
Financial Services
Toronto, Ontario 4,434 followers
Insightful Analysis
About us
We strive to be investors’ first and most trusted resource for economic research and financial market strategy. President and Chief Economist & Strategist, David Rosenberg, brings decades of experience in analyzing current trends and identifying future shifts in the global economy and financial markets, with an unwavering commitment towards helping his clients navigate their portfolios in an ever-changing, uncertain world. At Rosenberg Research, we provide the information, insights and strategy to enhance your investment decisions, backed by our team's macroeconomic research capabilities and David’s unique market lens.
- Website
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https://www.rosenbergresearch.com
External link for Rosenberg Research & Associates Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Economic Research, Market Research, and Economic Forecasting
Locations
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Primary
3080 Yonge St
Suite 6060
Toronto, Ontario M4N 3N1, CA
Employees at Rosenberg Research & Associates Inc.
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Bhawana Chhabra, CFA
Macro & Market Strategy | Global Equity Strategy | Rosenberg Research
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Dylan Smith
Vice President and Senior Economist at Rosenberg Research
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Dinesh Vel
Director Of Technology at Rosenberg Research & Associates Inc.
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Marius Jongstra
Vice President, Market Strategy at Rosenberg Research & Associates Inc.
Updates
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In our latest Special Report, we outline the key elements of the Harris policy agenda and trace out the likely implications for growth, inflation, and other key macro variables — contrasting them with our previous findings on the GOP agenda. As a special offer, if you buy this report, you can access our other Special Report, "Playing the Trump Cards - What a Republican Sweep Would Mean for the Economy" for 50% off! Prepare for either election outcome by taking advantage of this exclusive offer! Access Reports: https://lnkd.in/g_RJiGpB
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Rosenberg Research & Associates Inc. reposted this
Please circle September 3rd at 4 p.m. on your calendar, because I will be hosting Steven Eisman of The Big Short fame on my webcast. It isn’t every day that someone gets profiled by famed author Michael Lewis, but Steven did after his mega-successful bet against subprime mortgages back in 2008-09 when he was running money over at FrontPoint Partners. For the record, there are few if any others that can convince me to switch my views, so if you want to see yours truly do an about-face while eating some humble pie, you won’t want to miss this webcast. Purchase a ticket here: https://lnkd.in/geG29gQj
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Please join David Rosenberg for his next webcast on Thursday, August 29th at 9am (ET), when he will be hosting noted global economist, Richard Koo, on his economic outlook on the Asian economy. Richard Koo has had a storied career, with time at the Fed as well as advisory roles for decades at the Bank of Japan and several Japanese prime ministers. Given the implications of the end of the yen carry trade, this is a call that will surely be helpful to gauge whether this process has further to go. Not to mention what is really happening in the Chinese economy and what we can expect policy-wise out of Beijing. Purchase a ticket: https://lnkd.in/g3T_3qje
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In less than a month, our Vice President & Senior Economist, Dylan Smith, will be speaking at the Toronto MoneyShow Conference on September 13th. Dylan will explore how growing global economic slack is creating a disinflationary backdrop and the opportunities this unlocks for investors. To learn more about the event and register, see the link below: https://lnkd.in/gffuht9y
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David Rosenberg's gold panel webcast with John Hathaway and Ronald-Peter Stoeferle was as fascinating as it was informative – both in the unique set of charts and the associated narratives. Let’s just say that when one does some hard-core analysis on supply and demand dynamics, intermittent corrections aside, all roads lead to fresh “quiet highs” in the price for the most under-owned “asset class” on the planet. Tap into the trio's expert insights and unique visual analysis. Access the replay of the panel here: https://lnkd.in/eaTAsXMx
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Recently with The Globe and Mail, our Junior Economist Atakan Bakiskan gave his insights on Canada’s looming immigration reversal and what it means for interest rates, fixed income, and the loonie. "While reducing immigration growth is necessary to give the economy a break from its negative impact on housing affordability and overburdening health systems, it will also expose some pre-existing underlying weaknesses in the Canadian economy." Read the full article here: https://lnkd.in/e4GgvuHX
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With the 2024 election fast approaching a Republican sweep remains the most likely outcome, despite convulsive recent twists and turns. In this report, we delve into what the implementation of the Trump 2024 economic platform would mean for the U.S. economy and financial markets. We trace out the impact of trade, tax, and immigration policy on growth, inflation, and interest rates, covering both the short-term and long-term perspectives that matter to investors. Access Now and stay ahead of the curve: https://lnkd.in/gXG9VG-f
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Our Vice President & Senior Economist Dylan Smith was on Bloor Street Capital with James Connor to discuss the outlook for the Canadian Economy. He highlighted a growing issue with productivity on the structural side of the economy where real income growth per capita has plateaued. Additionally, there is a cyclical angle to the macro scenario. Many Canadians in the housing market are on fixed income rates, which still have to reset to higher rates; creating the need for BoC to have more rapid rate cuts. With most Canadians having depleted their savings during and after the pandemic and a housing bubble looming on the horizon, watch Dylan's take on what the future holds for Canadians: https://lnkd.in/gbHFKDtk
Toronto Condo Sales Down 57% - Time To Buy? | Dylan Smith & Jimmy Connor
https://www.youtube.com/
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Discover why bullion is in a multi-year bull market. Join Dave for a special webcast on August 13th at 3 p.m. (ET), when he hosts two of the world’s leading experts on the gold market, Ronald-Peter Stoeferle of Incrementum AG and John Hathaway from Sprott Asset Management USA. Purchase your ticket for this special discussion using the link below: https://lnkd.in/gfKjcp5B
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