I was recently on FOX Business trying to answer the question as to why the Fed doesn't listen to its own Beige Book survey.

Watch below:
foxbusiness.com/video/63512593…

With the S&P 500 now down five sessions in a row and the bulls in retreat, the team asks if we're seeing a market inflection point on this week's episode of the Rosenberg Round-Up.

podcasters.spotify.com/pod/show/rosen…

The Fed seems to be ignoring its own Beige Book: 'Another frequent comment was that firms' ability to pass cost increases on to consumers had weakened considerably in recent months.'

In this month's Strategizer recap, our Vice-President, Market Strategy, Marius Jongstra, breaks down how to invest in a risk-off environment. Watch below to see what our models are recommending for the year ahead.

youtu.be/CXPnrICX684

How much higher can gold go? Consider that while the yellow metal is at a record high in nominal terms, it is still almost 20% below its prior peak in real terms!

He already had my vote.

On this week’s episode of the Rosenberg Round-Up, we focus on the implications of the gold price surge on lagging silver and mining stocks.

podcasters.spotify.com/pod/show/rosen…

On this week’s episode of the Rosenberg Round-Up, we shine our spotlight on the recent run-up in the gold price, and why we think it can go to $3,000.

podcasters.spotify.com/pod/show/rosen…

It is a bull market in (i) part-time jobs, (ii) self-employment and (iii) multiple job holders. Outside of these areas, employment actually contracted more than -500k in March and by -2 million in the past year. What an economy!!

March Madness: A booming labor market that sees +303k on headline nonfarm payrolls while full-time employment from the rival Household survey drops -6k and is down -1.8 million since last November — which has only in the past happened in recessions. A real head scratcher.

Looking at yesterday’s JOLTS data, one can legitimately ask what it means for the consumer outlook when retailers reduce their job openings to a level that last occurred during the peak of the pandemic/lockdown recession.

Combining detailed research and new econometric modeling, we provide a theory of gold's quiet surge, and outline the path to $3,000 and beyond.

Access our latest Special Report: web.rosenbergresearch.com/gold-special-r…

Watch or listen to David Rosenberg on the latest On The Tape Podcast with Dan Nathan and Guy Adami.

On this week’s episode of the Rosenberg Round-Up, we assess the latest cross-currents in the housing data and update our thoughts on the regional banks a year after the crisis.

podcasters.spotify.com/pod/show/rosen…

My pal Dan Greenhaus was just on CNBC. Said that anyone calling this a market bubble doesn’t know what a bubble is. Then I’ll just call it a big sud, instead. It does rank as the top 10% priciest S&P 500 of all time no matter the label.

House price deflation is rearing its ugly head again. At just over $400k, the median new home price has dialed its way back to the lowest level since June 2021 — and now down -7.6% on a year-over-year basis.

We received so much positive feedback from our client base on our recent chart package, that we decided to make a subset of it available to the public on LinkedIn.

To access the full report, please send us an email at [email protected]

web.rosenbergresearch.com/4axY5KW

Watch me discuss my thoughts on the Federal Reserve's latest meeting with Kitco News:
youtube.com/watch?v=NUJwvu…

The 10-year T-note yield is taking a serious stab at both the 100- and 200-day moving averages at 4.2%. A break here could set us up for a move to the recent double-bottom of 3.8%-3.9%.

On this week’s episode, we provide some color and caution regarding the ticking time bomb in the USA otherwise known as structural deficits and debts.

Tune in to the Rosenberg Round-Up to hear our thoughts and a breakdown of the latest Fed meeting.
podcasters.spotify.com/pod/show/rosen…