Memo From the Chief Economist
David RosenbergPublished roughly once every 1-4 weeks, this publication provides insight into David Rosenberg's big picture views on the ever-changing economic landscape.
| Platform |  | Pricing | Only paid issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 34 |
| Subscribers | Read | memofromthechiefeconomist.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Make Volatility Great Again
Trump has kicked off a potential tariff war, but the only real certainty is more volatility.
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 across all asset classes — in that they should be higher across the board.
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.
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 of equity selling by anyone, and zero risk of any credit defaults.
Authors
The writers behind this newsletter.
David Rosenberg founded Rosenberg Research in January 2020 after an illustrious, three-decade career on Wall Street and Bay Street as an economist and market strategist.
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