David Rosenberg - Page 4 - The Globe and Mail

David Rosenberg

ContributorToronto, Canada

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

Latest articles

October 3, 2022

Traders work on the trading floor at the New York Stock Exchange (NYSE) on Sept. 13.

Traders work on the trading floor at the New York Stock Exchange (NYSE) on Sept. 13.

opinion

Yes, the U.S. is in a recession, and this is how painful it’s going to get for investors

David Rosenberg

4 min read

September 23, 2022

(FILES) In this file photo taken people walk past a currency exchange shop displaying a giant US dollars banknote in downtown Cairo on November 3, 2016. - Depleted foreign currency reserves are casting a shadow on Egyptian streets, with the government moving to dim lights to free up energy for export. More natural gas exports means more hard currency, a dire need as experts say a new loan from the International Monetary Fund (IMF) and an adjacent currency liberalisation is inevitable. (Photo by KHALED DESOUKI / AFP) (Photo by KHALED DESOUKI/AFP via Getty Images)

(FILES) In this file photo taken people walk past a currency exchange shop displaying a giant US dollars banknote in downtown Cairo on November 3, 2016. - Depleted foreign currency reserves are casting a shadow on Egyptian streets, with the government moving to dim lights to free up energy for export. More natural gas exports means more hard currency, a dire need as experts say a new loan from the International Monetary Fund (IMF) and an adjacent currency liberalisation is inevitable. (Photo by KHALED DESOUKI / AFP) (Photo by KHALED DESOUKI/AFP via Getty Images)

David Rosenberg: The surging greenback will be a wrecking ball on U.S. earnings. This is how investors should position for it

3 min read

August 25, 2022

Trader sad new york stock exchange investing

Trader sad new york stock exchange investing

opinion

The bear market rally is unravelling. Here’s why it may be two years until stocks truly bottom

David Rosenberg

3 min read

August 9, 2022

Trader Peter Tuchman reacts as he works on the floor at the New York Stock Exchange in New York, Monday, June 13, 2022. (AP Photo/Eduardo Munoz Alvarez)

Trader Peter Tuchman reacts as he works on the floor at the New York Stock Exchange in New York, Monday, June 13, 2022. (AP Photo/Eduardo Munoz Alvarez)

David Rosenberg: Here’s the best case scenario now for stocks (and you’re not going to like it)

4 min read

July 12, 2022

The Bank of Canada is shown in Ottawa on December 15, 2020. THE CANADIAN PRESS/Sean Kilpatrick

The Bank of Canada is shown in Ottawa on December 15, 2020. THE CANADIAN PRESS/Sean Kilpatrick

opinion

Housing is set for a monstrous fall-off and the Bank of Canada is underestimating the economic risks

David Rosenberg and Julia Wendling

4 min read

May 20, 2022

$Traders work on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on October 10, 2018 in New York. - \$ $Traders work on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on October 10, 2018 in New York. - \$

opinion

David Rosenberg: Sorry, but markets aren’t even close to bottoming. Here’s how to know when to start buying

David Rosenberg

3 min read

May 16, 2022

A new poll shows young Canadians and those who are Black, Indigenous or people of colour face the hardest hit to their finances from COVID-19. Loonies are pictured in Vancouver, Sept. 22, 2011. THE CANADIAN PRESS/Jonathan Hayward

A new poll shows young Canadians and those who are Black, Indigenous or people of colour face the hardest hit to their finances from COVID-19. Loonies are pictured in Vancouver, Sept. 22, 2011. THE CANADIAN PRESS/Jonathan Hayward

David Rosenberg: The Canadian dollar is seriously undervalued and poised to surge to this level

5 min read

May 12, 2022

Trader Patrick King works the floor at the New York Stock Exchange, Thursday, May 12, 2022, in New York. The stock market ended another erratic day of trading with mixed results as investors grapple to understand what's next with inflation and the U.S. central bank's response to it. The S&P 500 erased most of an early slump to end down just 0.1%, largely because of drops in a few tech giants like Apple and Microsoft. (AP Photo/John Minchillo)

Trader Patrick King works the floor at the New York Stock Exchange, Thursday, May 12, 2022, in New York. The stock market ended another erratic day of trading with mixed results as investors grapple to understand what's next with inflation and the U.S. central bank's response to it. The S&P 500 erased most of an early slump to end down just 0.1%, largely because of drops in a few tech giants like Apple and Microsoft. (AP Photo/John Minchillo)

David Rosenberg’s Strategizer: Where to put your money (and where not to)

1 min read

May 12, 2022

NEW YORK, NEW YORK - MAY 12: Traders work on the floor of the New York Stock Exchange (NYSE) on May 12, 2022 in New York City. The Dow Jones Industrial Average fell in morning trading as investors continue to worry about inflation and other global issues. (Photo by Spencer Platt/Getty Images)

NEW YORK, NEW YORK - MAY 12: Traders work on the floor of the New York Stock Exchange (NYSE) on May 12, 2022 in New York City. The Dow Jones Industrial Average fell in morning trading as investors continue to worry about inflation and other global issues. (Photo by Spencer Platt/Getty Images)

David Rosenberg: Here’s why this is not the time to be jumping back into the stock market

3 min read

April 26, 2022

opinion

Rosenberg: The perfect storm has arrived for stock markets. But there’s still one way to invest for big returns

David Rosenberg

6 min read

March 23, 2022

A man wearing a mask passes the Charging Bull statue in New York's financial district, Tuesday, Sept. 8, 2020. More sharp declines for big tech stocks are dragging Wall Street toward a third straight loss on Tuesday. (AP Photo/Mark Lennihan)

A man wearing a mask passes the Charging Bull statue in New York's financial district, Tuesday, Sept. 8, 2020. More sharp declines for big tech stocks are dragging Wall Street toward a third straight loss on Tuesday. (AP Photo/Mark Lennihan)

opinion

David Rosenberg: Yes, my resolve at being a bond bull is being tested - but a sea change in markets is now imminent

David Rosenberg

4 min read

March 16, 2022

Bank buildings are photographed in Toronto's financial district on June 27, 2018. A coalition of Canadian business leaders have announced a strategic partnership for a program to support Black professionals on Bay Street and elsewhere. THE CANADIAN PRESS/ Tijana Martin

Bank buildings are photographed in Toronto's financial district on June 27, 2018. A coalition of Canadian business leaders have announced a strategic partnership for a program to support Black professionals on Bay Street and elsewhere. THE CANADIAN PRESS/ Tijana Martin

opinion

David Rosenberg: Personal wealth in the U.S. has grown to absurd levels - and a reckoning is coming

David Rosenberg

3 min read

February 18, 2022

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

Trouble lies ahead for the Canadian housing market

David Rosenberg and Julia Wendling

4 min read

February 16, 2022

FILE Ñ Containers are stacked high at the Port of Los Angeles on Oct. 29, 2021, just after the port experienced its busiest September ever. With the havoc at ports showing no signs of abating and prices for a vast array of goods still rising, the world is absorbing a troubling realization: time alone will not solve the Great Supply Chain Disruption. (Stella Kalinina/The New York Times)

FILE Ñ Containers are stacked high at the Port of Los Angeles on Oct. 29, 2021, just after the port experienced its busiest September ever. With the havoc at ports showing no signs of abating and prices for a vast array of goods still rising, the world is absorbing a troubling realization: time alone will not solve the Great Supply Chain Disruption. (Stella Kalinina/The New York Times)

opinion

Rosenberg: Here’s why inflation is close to peaking – and how investors can profit from it

David Rosenberg

4 min read

February 9, 2022

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

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

David Rosenberg’s Strategizer: How investors should proceed from here

1 min read

January 26, 2022

Federal Reserve Board Chairman Jerome Powell listens during his re-nominations hearing before the Senate Banking, Housing and Urban Affairs Committee, Tuesday, Jan. 11, 2022, on Capitol Hill in Washington. (Brendan Smialowski/Pool via AP)

Federal Reserve Board Chairman Jerome Powell listens during his re-nominations hearing before the Senate Banking, Housing and Urban Affairs Committee, Tuesday, Jan. 11, 2022, on Capitol Hill in Washington. (Brendan Smialowski/Pool via AP)

David Rosenberg: The Fed will hike rates this year - but this is what’s going to be the bigger surprise

2 min read

January 21, 2022

A Specialist Trader works inside his post on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., January 21, 2022. REUTERS/Brendan McDermid

A Specialist Trader works inside his post on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., January 21, 2022. REUTERS/Brendan McDermid

opinion

Making portfolio changes amid these shaky markets? Here’s an update to my best investment ideas for 2022

David Rosenberg

5 min read

December 29, 2021

FILE PHOTO: A man wearing a protective face mask walks by 14 Wall Street in the financial district of New York, U.S., November 19, 2020. REUTERS/Shannon Stapleton/File Photo

FILE PHOTO: A man wearing a protective face mask walks by 14 Wall Street in the financial district of New York, U.S., November 19, 2020. REUTERS/Shannon Stapleton/File Photo

opinion

David Rosenberg: Here’s what investors should expect in 2022

David Rosenberg

4 min read

November 12, 2021

TMX Broadcast Centre manager Kris Backus pauses in front of the centre's display board in Toronto on Monday May 16, 2011. The homegrown group making a $3.6-billion proposal for TMX Group (TSX:X) says its “truly Canadian” bid wouldn't mean job cuts or a management shakeup and the operator of the Toronto Stock Exchange would remain publicly traded. THE CANADIAN PRESS/Frank Gunn

TMX Broadcast Centre manager Kris Backus pauses in front of the centre's display board in Toronto on Monday May 16, 2011. The homegrown group making a $3.6-billion proposal for TMX Group (TSX:X) says its “truly Canadian” bid wouldn't mean job cuts or a management shakeup and the operator of the Toronto Stock Exchange would remain publicly traded. THE CANADIAN PRESS/Frank Gunn

David Rosenberg: Why Canadian stocks are looking particularly attractive right now

5 min read

October 5, 2021

An entrance to the Peter Lougheed Centre hospital is shown in Calgary, Thursday, April 9, 2020. The Canadian Medical Association is calling for circuit-breaker lockdowns in Alberta and Saskatchewan to protect "crumbling" health-care systems. THE CANADIAN PRESS/Jeff McIntosh

An entrance to the Peter Lougheed Centre hospital is shown in Calgary, Thursday, April 9, 2020. The Canadian Medical Association is calling for circuit-breaker lockdowns in Alberta and Saskatchewan to protect "crumbling" health-care systems. THE CANADIAN PRESS/Jeff McIntosh

David Rosenberg: This stock market sector looks very attractive right now

4 min read