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David Rosenberg

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

  • Are we really facing secular inflation?
  • How the recent stimulus impacts the inflation narrative
  • FED has it right – this inflation is a “transitory phenomenon”
  • How to play against the popular narrative that secular inflation is imminent
  • Why this inflation is transitory
  • Outlook on treasury yields

Download the podcast transcript: [Click Here]

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David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.

Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff  + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, 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, where he and his team placed first in the Brendan Woods survey of Canadian economists for ten years in a row. 

Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.

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