David Rosenberg headshot HRErik Townsend welcomes David Rosenberg to MacroVoices. Erik and David discuss:

  • How long does the Trump rally last?
  • Is inflation really a risk moving forward?  
  • When is it time to become bearish on the markets? 
  • When is it time to make your fundamental asset mix shift?
  • Fed will play an important role in how the cycle plays out
  • US dollar outlook
  • Canadian Dollar and Canadian Monetary Policy
  • Future of European Union
  • Is the 35-year bond bull market over?
  • Opportunities and Outlook for 2017 

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David Rosenberg, Chief Economist & Strategist
David Rosenberg is the Company’s Chief Economist & Strategist with a focus on providing a top-down perspective to the Firm’s investment process and Asset Mix Committee. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to joining Gluskin Sheff in the spring of 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto.  David is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights.