David Rosenberg - Page 2 - The Globe and Mail

David Rosenberg

ContributorToronto, Canada

David Rosenberg is founder of independent research firm Rosenberg Research and Associates Inc.

Latest articles

January 10, 2025

A Canadian flag flies in the Bay Street financial district in Toronto on Friday, August 5, 2022. THE CANADIAN PRESS/Nathan Denette

A Canadian flag flies in the Bay Street financial district in Toronto on Friday, August 5, 2022. THE CANADIAN PRESS/Nathan Denette

Remembering Bob Brooks, a Bay Street titan I once feared - and later greatly respected

David Rosenberg

6 min read

December 18, 2024

Canadian dollar coins, or loonies, are displayed on a map of North America in Montreal in a Thursday, Jan. 9, 2014, photo illustration. THE CANADIAN PRESS/Paul Chiasson

Canadian dollar coins, or loonies, are displayed on a map of North America in Montreal in a Thursday, Jan. 9, 2014, photo illustration. THE CANADIAN PRESS/Paul Chiasson

opinion

David Rosenberg: Why I’m now far less bearish on the Canadian dollar

David Rosenberg

3 min read

December 12, 2024

Happy trader on the New York Stock Exchange

Happy trader on the New York Stock Exchange

opinion

David Rosenberg: This stock market mania will come to an abrupt end. I’m just not so sure when

David Rosenberg

5 min read

December 5, 2024

President of Rosenberg Research, David Rosenberg, poses for a portrait in Toronto, on Wednesday, Dec.,18, 2019. (Christopher Katsarov/The Globe and Mail)

President of Rosenberg Research, David Rosenberg, poses for a portrait in Toronto, on Wednesday, Dec.,18, 2019. (Christopher Katsarov/The Globe and Mail)

opinion

David Rosenberg: My epiphany - and why this bull market may not be as irrational as I had thought

David Rosenberg

11 min read

December 4, 2024

Transport trucks are seen leaving and entering Canada on the Ambassador Bridge in Windsor, Ont., Tuesday, Nov. 26, 2024.

Transport trucks are seen leaving and entering Canada on the Ambassador Bridge in Windsor, Ont., Tuesday, Nov. 26, 2024.

opinion

How investors should position themselves for 2025, a year riddled with uncertainty

David Rosenberg

5 min read

November 18, 2024

A screen displays Republican presidential nominee Donald Trump, after he became U.S. president-elect, at the end of the New York Stock Exchange trading day, in New York City, U.S., November 6, 2024. REUTERS/Andrew Kelly/File Photo

A screen displays Republican presidential nominee Donald Trump, after he became U.S. president-elect, at the end of the New York Stock Exchange trading day, in New York City, U.S., November 6, 2024. REUTERS/Andrew Kelly/File Photo

opinion

David Rosenberg: It’s time for a broad move into cash. Even most bonds and commodities have become too risky

David Rosenberg

9 min read

November 13, 2024

A monitor shows a CNBC broadcast at the New York Stock Exchange (NYSE), after Republican Donald Trump won the U.S. presidential election, in New York City, U.S., November 6, 2024. REUTERS/Andrew Kelly

A monitor shows a CNBC broadcast at the New York Stock Exchange (NYSE), after Republican Donald Trump won the U.S. presidential election, in New York City, U.S., November 6, 2024. REUTERS/Andrew Kelly

opinion

Why I feel sorry for Donald Trump

David Rosenberg

4 min read

November 8, 2024

Republican presidential nominee former President Donald Trump watches a video screen at a campaign rally at the Salem Civic Center, Saturday, Nov. 2, 2024, in Salem, Va. (AP Photo/Evan Vucci)

Republican presidential nominee former President Donald Trump watches a video screen at a campaign rally at the Salem Civic Center, Saturday, Nov. 2, 2024, in Salem, Va. (AP Photo/Evan Vucci)

opinion

Chill, bond investors. There’s no reason to hyperventilate over the inflation threat posed by Trump

David Rosenberg

5 min read

November 6, 2024

Trader Michael Capolino wears a Trump hat as he works on the floor of the New York Stock Exchange (NYSE) ahead of the opening bell on November 6, 2024, in New York City. Wall Street stocks surged in opening trading on Wall Street Wednesday after US voters sent Donald Trump back to the White House and delivered him a Republican Senate. Major indices were up 1.8 percent or more in the early going as hopes about expected tax cuts and regulatory easing more than offset worries about higher tariffs. (Photo by TIMOTHY A. CLARY / AFP) (Photo by TIMOTHY A. CLARY/AFP via Getty Images)

Trader Michael Capolino wears a Trump hat as he works on the floor of the New York Stock Exchange (NYSE) ahead of the opening bell on November 6, 2024, in New York City. Wall Street stocks surged in opening trading on Wall Street Wednesday after US voters sent Donald Trump back to the White House and delivered him a Republican Senate. Major indices were up 1.8 percent or more in the early going as hopes about expected tax cuts and regulatory easing more than offset worries about higher tariffs. (Photo by TIMOTHY A. CLARY / AFP) (Photo by TIMOTHY A. CLARY/AFP via Getty Images)

opinion

David Rosenberg: Investors are partying like it’s 2016-2018 again under Trump. That’s a mistake

David Rosenberg

4 min read

November 5, 2024

The Canadian dollar is trading against the U.S. dollar at levels not seen since 2020 as the combined pressures of economic outlooks, elections, and energy prices weighCanadian dollar coins are displayed on a map along the border of Canada and the United States of America, in Montreal in a January 9, 2014, file photo. THE CANADIAN PRESS/Paul Chiasson

The Canadian dollar is trading against the U.S. dollar at levels not seen since 2020 as the combined pressures of economic outlooks, elections, and energy prices weighCanadian dollar coins are displayed on a map along the border of Canada and the United States of America, in Montreal in a January 9, 2014, file photo. THE CANADIAN PRESS/Paul Chiasson

opinion

David Rosenberg: A Donald Trump win means big trouble for the Canadian dollar

David Rosenberg

2 min read

October 24, 2024

Republican presidential nominee former President Donald Trump gestures at a campaign rally Wednesday, Oct. 23, 2024, in Duluth, Ga. (AP Photo/Alex Brandon)

Republican presidential nominee former President Donald Trump gestures at a campaign rally Wednesday, Oct. 23, 2024, in Duluth, Ga. (AP Photo/Alex Brandon)

opinion

Don’t believe the academics. Trump’s policies won’t be all that inflationary at all

David Rosenberg

3 min read

September 19, 2024

A screen on the trading floor at The New York Stock Exchange (NYSE) display a news conference with Federal Reserve Chair Jerome Powell following the Federal Reserve rate announcement, in New York City, U.S., September 18, 2024. REUTERS/Andrew Kelly

A screen on the trading floor at The New York Stock Exchange (NYSE) display a news conference with Federal Reserve Chair Jerome Powell following the Federal Reserve rate announcement, in New York City, U.S., September 18, 2024. REUTERS/Andrew Kelly

opinion

David Rosenberg: No, I’m not backing away from my recession call, and that means double-digit bond returns await

David Rosenberg

4 min read

September 9, 2024

FILE PHOTO: Former U.S. President Donald Trump in New York City, U.S. May 30, 2024 and U.S. Vice President Kamala Harris in Washington, U.S., July 22, 2024 in a combination of file photos. REUTERS/Eduardo Munoz, Nathan Howard/File Photo

FILE PHOTO: Former U.S. President Donald Trump in New York City, U.S. May 30, 2024 and U.S. Vice President Kamala Harris in Washington, U.S., July 22, 2024 in a combination of file photos. REUTERS/Eduardo Munoz, Nathan Howard/File Photo

opinion

David Rosenberg: Love him or hate him, an economy under Trump should fare better than under Harris

David Rosenberg

7 min read

August 30, 2024

Electronic quotation boards display the exchange rate for the Japanese yen against the US dollar at a foreign exchange brokerage in Tokyo on August 26, 2024. (Photo by Kazuhiro NOGI / AFP) (Photo by KAZUHIRO NOGI/AFP via Getty Images)

Electronic quotation boards display the exchange rate for the Japanese yen against the US dollar at a foreign exchange brokerage in Tokyo on August 26, 2024. (Photo by Kazuhiro NOGI / AFP) (Photo by KAZUHIRO NOGI/AFP via Getty Images)

opinion

David Rosenberg: Want to make a 30% return with little risk? Here’s a rare opportunity to do so

David Rosenberg

3 min read

July 24, 2024

Bank of Canada Governor Tiff Macklem takes part in a news conference, after cutting key interest rate, in Ottawa, Ontario, Canada July 24, 2024. REUTERS/Blair Gable

Bank of Canada Governor Tiff Macklem takes part in a news conference, after cutting key interest rate, in Ottawa, Ontario, Canada July 24, 2024. REUTERS/Blair Gable

opinion

David Rosenberg: The Bank of Canada has now offset the policy mistake it made a year ago. But there’s a lot more rate cutting that needs to be done

David Rosenberg

5 min read

June 24, 2024

Worried elderly couple argue about their bills and receipts sitting at home with laptop. Frustrated senior husband and wife having problems with finances or struggling with paying the bills online

Worried elderly couple argue about their bills and receipts sitting at home with laptop. Frustrated senior husband and wife having problems with finances or struggling with paying the bills online

opinion

David Rosenberg: This massive bull market in passive investing will end in tears for boomers who don’t rebalance

David Rosenberg

7 min read

April 17, 2024

Canada's Prime Minister Justin Trudeau and Finance Minister Chrystia Freeland arrive to pose for a picture holding the 2024-25 budget, on Parliament Hill in Ottawa, Ontario, Canada, April 16, 2024. REUTERS/Patrick Doyle

Canada's Prime Minister Justin Trudeau and Finance Minister Chrystia Freeland arrive to pose for a picture holding the 2024-25 budget, on Parliament Hill in Ottawa, Ontario, Canada, April 16, 2024. REUTERS/Patrick Doyle

opinion

Rosenberg Research: The budget deserves a failing grade and will make the fight against inflation even harder

David Rosenberg and Dylan Smith

4 min read

March 19, 2024

FILE PHOTO: St. Louis Fed President James Bullard speaks about the U.S. economy during an interview in New York on February 26, 2015. REUTERS/Lucas Jackson/File Photo

FILE PHOTO: St. Louis Fed President James Bullard speaks about the U.S. economy during an interview in New York on February 26, 2015. REUTERS/Lucas Jackson/File Photo

opinion

David Rosenberg: Almost everyone has thrown in the towel on the U.S. recession call - but I’m certainly not

David Rosenberg

7 min read

January 24, 2024

Republican presidential candidate former President Donald Trump arrives to speak at a primary election night party in Nashua, N.H., Tuesday, Jan. 23, 2024, as Sen. Tim Scott, R-S.C., and Vivek Ramaswamy watch. (AP Photo/Matt Rourke)

Republican presidential candidate former President Donald Trump arrives to speak at a primary election night party in Nashua, N.H., Tuesday, Jan. 23, 2024, as Sen. Tim Scott, R-S.C., and Vivek Ramaswamy watch. (AP Photo/Matt Rourke)

opinion

What another Trump term could mean for markets

David Rosenberg

3 min read

January 22, 2024

As home prices rise, a group of Toronto realtors say governments should focus economic recovery plans on housing supply -- and be careful of stoking too much demand. Real estate for sale signs are shown in Oakville, Ont. on December 1, 2018. THE CANADIAN PRESS/Richard Buchan

As home prices rise, a group of Toronto realtors say governments should focus economic recovery plans on housing supply -- and be careful of stoking too much demand. Real estate for sale signs are shown in Oakville, Ont. on December 1, 2018. THE CANADIAN PRESS/Richard Buchan

opinion

David Rosenberg: Five reasons BoC rate cuts won’t reignite a boom in Canadian home prices

David Rosenberg

5 min read