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.

Rosenberg Round-Up
Claim This Podcastby Rosenberg Research
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Podcast Overview
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.
Language
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Publishing Since
1/26/2024
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Recent Episodes

August 30, 2024
Au Revoir
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August 23, 2024
Brother, Can You Spare a Job?
<p>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.</p> <p><br></p> <p>Visit our sponsor <strong>Kalshi today and get $20 in credit to start trading</strong>: <a href="https://kalshi.onelink.me/1r91/rosenberg">https://kalshi.onelink.me/1r91/rosenberg</a></p> <p>For a <strong>30-day free trial</strong> of our research, click here: <a href="https://web.rosenbergresearch.com/RosenbergRoundupTrial"></a><a href="https://web.rosenbergresearch.com/RosenbergRoundupTrial">https://web.rosenbergresearch.com/RosenbergRoundupTrial</a></p> <p>Send us your questions and requests at: <a href="mailto:information@rosenbergresearch.com">information@rosenbergresearch.com</a> </p> <p><br></p> <p><strong>In This Episode </strong></p> <p><strong>The Week in Review (0:50) </strong>— What’s changing relative asset prices, and some notes on Harris’ economic agenda</p> <p><strong>The Week Ahead (9:21) </strong>— Personal Income and Expenditure headline the week </p> <p><strong>The Spotlight (9:57) </strong>— The overlooked risks of rising CRE distress </p> <p><strong>Canada Corner (11:38) </strong>— Don’t shed a tear for the loonie</p>

August 16, 2024
Powell to Set the Rate-Cutting Table at Jackson Hole
<p>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 </p> <p> </p> <p>Visit our sponsor <strong>Kalshi today and get $20 in credit to start trading</strong>: <a href="https://kalshi.onelink.me/1r91/rosenberg">https://kalshi.onelink.me/1r91/rosenberg</a></p> <p>For a <strong>30-day free trial</strong> of our research, click here: <a href="https://web.rosenbergresearch.com/RosenbergRoundupTrial">https://web.rosenbergresearch.com/RosenbergRoundupTrial</a></p> <p>Send us your questions and requests at: <a href="mailto:information@rosenbergresearch.com">information@rosenbergresearch.com</a></p> <p> </p> <p><strong>In This Episode</strong></p> <p><strong>The Week in Review (0:44)</strong> — Cooling U.S. inflation puts the Fed on notice (despite hot retail sales) </p> <p><strong>The Week Ahead (10:12)</strong> — All eyes on the Democratic convention and Jackson Hole </p> <p><strong>The Spotlight (14:29)</strong> — $3,000 per ounce is still the target for gold</p>
36 total episodes available with 36 transcripts
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- What is Rosenberg Round-Up?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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