David Rosenberg News

22.05 / 20:49

markets COST UPS economy NVIDIA Research President These are the 3 big risks to the stock market, economist says

The U.S. stock market has been swooning. But there are risks that threaten to put a lid on the euphoria.

07.05 / 20:19

markets COST UPS FIVE economy wellness country David Rosenberg: Tanking economy, productivity mean Bank of Canada should cut rates with or without the Fed

We find it rather incredible that the Bank of Canada is so nonchalant when it comes to the state of the Canadian economy. The degree of excess capacity is expanding by the month, inflation has swung to disinflation and the economy (in real output per-capita terms) is contracting at a two per cent annual rate. Yet the folks in Ottawa fiddle as the macro landscape burns.

03.05 / 17:37

UPS Target FIVE economy wellness trends David Rosenberg: Why the Bank Of Canada needs to start cutting rates … Now

The most important inflation metric, the CPIX, which excludes the eight most volatile segments of the index, is running at 2.1 per cent on a year-over-year basis. That is pretty well on target, barely higher than the pre-COVID-19 trend, and less than half the pace of a year ago.

18.04 / 17:13

markets UPS Target economy wellness trends Headlines David Rosenberg: Time for Macklem to turn before it's too late

In contrast to the United States Federal Reserve, the Bank of Canada is running out of excuses to keep from acting as the proverbial deer in the headlights. The economy here is far weaker, fiscal policy is far less stimulative even with the spending largess in the federal budget, and there’s much more spare capacity being built up, particularly in the labour market.

28.03 / 12:37

COST FIVE economy EON Trade country NOT David Rosenberg: Canada was once productive and competitive, but not today

I have to say that watching the recent fiasco in the House of Commons with respect to the subtle (maybe not too subtle) shift in Mideast policy makes it embarrassing enough to be a Canadian, but the government’s mishandling of the economy and fiscal policy is beyond the pale — declining real per-capita incomes in Canada year in and year out.

21.03 / 15:47

markets COST UPS trends 2020 David Rosenberg: Bank of Canada is going to have to cut rates sooner and harder than the Fed

There were several items that came out of the fourth-quarter national balance sheet data in Canada that leave us with a view that any positive “wealth effect” on spending is subsiding, that households are hunkering down and sharply reducing their appetite for debt, and that the Bank of Canada is going to end up having to cut rates sooner and harder than the United States Federal Reserve, with negative repercussions for the listless loonie.

01.03 / 18:51

UPS FIVE economy love 2020 reports NOT David Rosenberg: Canada loves people — businesses, not so much

First, the good news: Canada’s economy closed 2024 in slightly better shape than was expected, with real gross domestic product growth inching up to a one per cent annual rate (consensus was 0.8 per cent) in the fourth quarter, while the third quarter was revised to a “less negative” print of minus 0.5 per cent from minus 1.1 per cent in the initial report.

07.01 / 01:16

markets Manufacturing economy pandemic show reports Initial US employment reports overstated by 439,000 jobs in 2023

Forbes Media Chairman Steve Forbes and former CKE Restaurants CEO Andy Puzder discuss the December jobs report and point out discrepancies in its reporting.

29.12 / 11:23

FIVE economy country Big interest rate declines, strong bank stocks and more market predictions for the year ahead

Making public market predictions is a bit of a mug’s game. Any market/economic prediction is, at best, a guess (note that we did not even say educated guess here), yet investors’ inboxes are still being filled with predictions for the next year.

29.12 / 11:23

Provident FIVE Gap Fighting economy Death track David Rosenberg: Why the so-called soft landing is just the calm before the storm

As we exit 2023, all I can think of is how it was a year replete with dichotomies and divergences. An unprecedented gap emerged between real gross domestic product growth, which signalled a soft landing had been successfully engineered by the United States Federal Reserve, and real gross domestic income growth, which provided support to the minority view that a recession had arrived.

04.12 / 18:25

Provident JPMorgan Apple pandemic show reports Live news: Canadian banks have never had job cut 'carnage' like this, David Rosenberg says

Stocks slipped on Wall Street Monday ahead of some key reports this week on the United States job market that might provide more insight into the Federal Reserve’s thinking about interest rates.

30.11 / 13:42

Provident FIVE economy Nov President show strain Rosenberg sees Bank of Canada slashing interest rate to avert household debt crisis

Historic levels of household debt are straining the finances of Canadians to the point that it will be impossible for the Bank of Canada to keep interest rates at current levels for long, according to prominent economist David Rosenberg.

23.11 / 16:14

Provident FIVE Nov cover consequences information testing Liberals' mortgage charter draws praise and warnings as renewal cliff looms

A new charter codifying the relief that lenders must offer financially strapped mortgage borrowers is drawing mixed reviews from market watchers, with some warning that elements of the policy will prolong overheated housing market conditions and add upward pressure on interest rates.

15.11 / 12:15

Waves Target economy pandemic President reports Rosenberg sees 'terrifying' mortgage math bringing Canada rates down quickly

Canada’s central bank will have to cut interest rates faster and further than markets expect to get ahead of a wave of mortgage maturities that threaten a fifth of the country’s discretionary income, according to economist David Rosenberg.

14.11 / 21:17

Aware economy stage reports shock David Rosenberg: Canada's menacing mortgage math means crisis looming

The macroeconomic math relating to Canada’s looming wall of mortgage renewals should be terrifying for the Bank of Canada. A large increase in average monthly mortgage payments will arise from the nearly $1 trillion in renewals due by 2026, triggering, in turn, a large demand shock and putting stress on the housing market in particular and the economy in general. The central bank will need to ease aggressively before the shock strikes to avoid turning a slowdown into a crisis, positioning Government of Canada bonds for outperformance in 2024.

02.10 / 12:15

President Listen to the message markets are sending, David Rosenberg says

David Rosenberg, president and chief economist and strategist of Rosenberg Research & Associates Inc., talks with Financial Post’s Larysa Harapyn about how investors should listen to the message markets are sending. “Let the markets do the thinking for you,” he says.

29.09 / 18:11

President Canada to get recession 'earlier and harder' than U.S., David Rosenberg says

David Rosenberg, president and chief economist and strategist of Rosenberg Research & Associates Inc., talks with Financial Post’s Larysa Harapyn about how Canada will get a recession ‘earlier and harder’ than the U.S. He discusses the ‘September effect,’ what’s going to give hope to the market and more.

28.09 / 18:45

UPS Target Manufacturing economy love 2020 David Rosenberg: Investors and economists are playing with fire

No matter how you slice and dice it, one thing is clear: the reflexive stock market rally that began last October (and ended this past August) never had much in the way of fundamental underpinnings. Momentum, yes. Technical picture, yes. Sentiment and emotion, yes. Fundamentals and valuations, sorry, no. And this is why we never bit despite all the external pressure to do so. Everyone loves a bullish narrative.

20.09 / 21:23

UPS Lowe's performer stage cover David Rosenberg: We're calling bull on the 'new bull market'

The rally in equities since the October lows has been hailed by many commentators as the start of a new bull market, but even a 20-plus per cent move can be a normal feature of a protracted bear market. This is nothing we have not seen before, having experienced 20-plus per cent rebounds in the 2000/02 and 2007/09 bear markets. Every bear market in the past, as an aside, had a reflexive rally off the oversold lows that followed the first leg down. So please, let’s not hyperventilate.

14.09 / 11:46

FIVE Gap COMPOSITE TSX performer Time David Rosenberg: Why now's the time for investors to buy Canada

By David Rosenberg and Marius Jongstra

21.08 / 17:01

COST Lowe's Southern country David Rosenberg: The Great China slowdown has wider implications than meets the eye

China, a.k.a. “the growth engine of the world,” has posted a series of disappointing economic data points over the last few months.

facts about David Rosenberg

Who is David Rosenberg?

David Rosenberg is a notable individual featured in various news reviews related to recent developments.

Why is David Rosenberg attracting attention?

David Rosenberg frequently draws public interest due to public appearances, which raises concern among experts and the public.

Where can I find the latest news about David Rosenberg?

Our website has a dedicated section featuring all coverage related to David Rosenberg. We continuously monitor developments and update the information in real time.