August 23, 2016

David Rosenberg , Gluskin Sheff + Associates Inc.

Chief Economist & Strategist, Gluskin Sheff + Associates Inc.

Fed on Hold As Far As the Eye Can See

David Rosenberg on Fed minutes

More from David Rosenberg

David Rosenberg, Gluskin Sheff + Associates Inc.

All signs are flashing this market is ‘late in the game’

Late in the game: that is precisely where we are. And it's not even an opinion any more. It is a market fact. The TSX has not made a new high in over two years and it has been 17 months for the broad NYSE Composite stock index. The yield curve is ...

Oct 27, 2016

David Rosenberg, Gluskin Sheff + Associates Inc.

Vancouver Bubble Bust Won't Reverse Growth

http://www.bloomberg.com/news/videos/2016-08-18/vancouver-bubble-bust-won-t-reverse-growth-rosenberg

Aug 23, 2016

David Rosenberg, Gluskin Sheff + Associates Inc.

The two things we know for sure in an unpredictable year

National Post: August 19, 2016 When the Chinese tell us “may you live in interesting times,” well, the times are certainly interesting. We have a very unusual situation on our hands: a six-quarter U.S. profits recession that saw earnings drop 20 per ...

Aug 23, 2016

David Rosenberg, Gluskin Sheff + Associates Inc.

There's a big difference between Donald Trump's economic plan and Ronald Reagan's

National Post: David Rosenberg Aug. 14, 2016, 7:01 AM Alex Rodriguez getting paid more than $20-million (U.S.) by the New York Yankees to basically do nothing through the 2017 Major League Baseball season: That pretty much sums up what’s wrong ...

Aug 23, 2016

David Rosenberg, Gluskin Sheff + Associates Inc.

I Want to Hold your Hand -- Free Report

Note: This report was originally published to paid subscribers on Thursday, March 31, 2016. That’s not Lennon or McCartney, it is Janet Yellen. If you went to sleep at the start of the year and just woke up to see the S&P 500 up 1% on the year, ...

Apr 06, 2016

David Rosenberg, Gluskin Sheff + Associates Inc.

Fed’s rate hike not all that dovish

Investors interpreted the Fed's tone as dovish when it raised the target rate on Wednesday, but David Rosenberg heard differently and expects there to... The knee-jerk reaction to the U.S. Federa l Reserve's rate hike, which boosted the fed funds ...

Dec 19, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

Let's put the Chinese 'crash and burn' economic narrative into perspective

As China’s leadership meets this week to develop the next five-year plan, much is being made of the fact that the plenary is taking hold just as its economy slows to a pace not seen in eons. Indeed, the 6.9% YoY trend in real GDP growth may have been ...

Oct 29, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

Cooler Heads Prevail - An Exclusive Harvest Report

Summary: Valuations are not quite yet at levels that could reasonably be construed as bargain basement Expect to see a big divergence between U.S. domestic plays and companies oriented to overseas activity Even the parts of the stock market ...

Oct 07, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

Don't expect the Fed to hike any time soon

The key takeaway from the decision is that the seemingly perfect or near-perfect conditions the Fed seems to be waiting for are hardly likely to... After the U.S. Federal Reserve's no-move last Thursday, many economists now believe it will move in ...

Sep 23, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

I found the Invisible Hand! – Free Report

I shared this story with our paying subscribers last week, but I wanted all of you to read it. I’ve also included a complimentary copy of my Snack with Dave from July 24th for your enjoyment. Feel free to share it with your friends and colleagues. ...

Jul 29, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

Another reason Toronto's real estate market may keep defying skeptics

Published by the Financial Post on July 8, 2015 12:50 PM ET Well, well, the big bet against the Canadian housing market, especially in the Greater Toronto Area, has still failed to take hold. Yet this is the primary reason why U.S. hedge funds have ...

Jul 08, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

David Rosenberg: Why the S&P 500 is not in correction mode

OK, so the S&P 500 is flat, but that doesn't mean it's about to crash. The market is just taking a break to allow profits to catch up to prices,... No one should be surprised at the behaviour of the stock market this year. Okay, so the S&P 500 is ...

Jun 12, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

Look beyond retail sales for what’s really happening with the U.S. economy

There is no sense sugar coating the April U.S. retail sales report released Wednesday — it was a dud. The headline was flat versus the expected 0.2-per-cent month-over-month rise. The ex-auto sales category edged up 0.1 per cent, which was far shy of ...

May 15, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

David Rosenberg on Tom Keene's Bloomberg Surveillance

David Rosenberg discusses how the consumers and housing market may help expand the U.S. economy with Bloomberg Surveillance's Tom Keene. Listen up

May 12, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

David Rosenberg: Why you should ignore the hysteria over a ‘profits recession’

Financial Post | April 10, 2015 http://hvst.co/1Fv4osm Beneath the surface, this looks like a pattern of growth acceleration, hardly an earnings recession at all There is borderline hysteria among market watchers over a "profits recession." ...

Apr 11, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

Financial Post: David Rosenberg reveals his most important investing lesson: A little history can go a long way

"I started my career as a Bay Street economist on Oct. 19, 1987 — Black Monday, the very day of the crash. A 23% slide in one single day, building on a downtrend that had been in place since the end of August. That was my first day as the financial ...

Apr 08, 2015

David Rosenberg, Gluskin Sheff + Associates Inc.

Breakfast with Dave - Free Report

I decided to join the Harvest fun! As my first post, I am pleased to share today's Breakfast with Dave with all of you, for Free! You can also sign up for a 2-week trial to my reports by clicking on the button below and using the promo code: Harvest ...

Apr 03, 2015

Global Climate Investing Survey 2025

Sponsored by Robeco

Our fifth annual survey shows that enthusiasm for climate investment continues to vary by region. Europe has reclaimed its leadership from Asia-Pacific, which topped last year’s survey, while interest in the US has dropped to new lows.

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