Rosenberg Round-Up

Rosenberg Research
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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.

  1. 30/08/2024

    Au Revoir

    Rosenberg Round-Up

    1 phút

  2. 23/08/2024

    Brother, Can You Spare a Job?

    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 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.com  In This Episode The Week in Review (0:50) — What’s changing relative asset prices, and some notes on Harris’ economic agenda The Week Ahead (9:21) — Personal Income and Expenditure headline the week The Spotlight (9:57) — The overlooked risks of rising CRE distress Canada Corner (11:38) — Don’t shed a tear for the loonie

    13 phút

  3. 16/08/2024

    Powell to Set the Rate-Cutting Table at Jackson Hole

    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/RosenbergRoundupTrial⁠ Send us your questions and requests at: information@rosenbergresearch.com   In This Episode The Week in Review (0:44) — Cooling U.S. inflation puts the Fed on notice (despite hot retail sales) The Week Ahead (10:12) — All eyes on the Democratic convention and Jackson Hole   The Spotlight (14:29) — $3,000 per ounce is still the target for gold

    17 phút

  4. 14/08/2024

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

    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 of the U.S. economy (10:16) | Three counter-arguments why this time is different (17:00) | What to expect from Jackson Hole (23:25) | Upcoming U.S. Presidential election (25:35) | Any concern about the BoC’s rate cuts (30:45)   For a 30-day free trial of our research, click here: ⁠https://web.rosenbergresearch.com/RosenbergRoundupTrial

    42 phút

  5. 09/08/2024

    Navigating the Turbulence

    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.com In This Episode The Week in Review (1:06) — Dissecting the sell-off The Week Ahead (9:40) — Markets primed to sell on dovish surprises   The Spotlight (10:54) — How to reposition the equity portfolio Canada Corner (12:00) — Bank of Canada back to balance

    13 phút

  6. 02/08/2024

    Land of the Rising Yen

    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 questions and requests at: information@rosenbergresearch.com   In This Episode The Week in Review (0:47) — The Fed stayed on the sidelines while the BoJ hiked and the BoE cut The Week Ahead (8:05) — A light data flow puts earnings center-stage The Spotlight (9:45) — Japan: what a fading carry trade means for investors

    14 phút

  7. 25/07/2024

    The Mag 7 Run Out of Ammo

    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.rosenbergresearch.com/RosenbergRoundupTrial⁠ Send us your questions and requests at: information@rosenbergresearch.com In This Episode The Week in Review (0:00:52) — The bull run grinds to a halt as the global macro outlook weakens The Week Ahead (0:12:30) — Fed and U.S. Nonfarm Payrolls take center stage  The Spotlight (0:16:02) — We introduce our new and improved Beige Book Sentiment Index

    21 phút

  8. 19/07/2024

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

    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://web.rosenbergresearch.com/RosenbergRoundupTrial⁠ Send us your questions and requests at: information@rosenbergresearch.com In This Episode The Week in Review (0:40) — The market shifts its focus from growth to value — but don’t call it the “Trump Trade” The Week Ahead (7:05) — Flash PMIs and U.S. Q2 GDP The Spotlight (9:00) — A bullish view on (most) U.K. assets following a historic election Canada Corner (16:52) — Bank of Canada prepares a second cut

    19 phút
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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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    Rosenberg Research
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    Rosenberg Round-Up