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 | 42 | Subscribers | Read | memofromthechiefeconomist.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
This Bubble Is Double Trouble
We are in a classic equity bubble, with the market fueled primarily by leverage, sentiment, and momentum.
Will Powell Listen to the Staffers?
Investors are now second-guessing just how dovish Jay Powell will sound today, as the swaps market, having priced in 100% odds of a September 17th rate cut just last week, has now cut those odds at around 70%.
You’re Fired! The REAL Reason Behind the Job Revisions and Why the BLS Commissioner Should NOT be Blamed
“For the FOURTH month in a row, jobs numbers have beat market expectations with nearly 150,000 good jobs created in June.
This is Where the Narrative Gets Dangerous
Look, we have not seen an average tariff rate of 20%+ in over a century… having soared from 2.5%.
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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