male silhouette.Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

  • Perspective on S&P500's divergence from the global economy
  • Scarcity in yields and economic activity
  • Recent dislocation in value & growth index
  • Thoughts on the FOMC statement
  • Outlook on the bond market
  • Outlook on the dollar, gold and silver
  • Geopolitics and US/China trade war
  • Outlook on Canadian economy

SPECIAL POST GAME GUEST- Kevin Muirmale silhouette

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David Rosenberg

Mr. Rosenberg is the Firm’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.

Mr. Rosenberg is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights.

Kevin Muir

The author of the MacroTourist newsletter, Kevin is a former institutional equity derivative trader for a big bank who decided that bank-life wasn’t for him, so proceeded to trade for his own account for a couple of decades before joining his current firm, East West Investment Management where he is the Market Strategist.