David Rosenberg

While official labor statistics indicate the U.S. economy added jobs in April, prominent economist David Rosenberg warns that shrinking take-home pay and underlying job losses severely contradict the mainstream narrative of a “solid” economy. The Disconnect In Take-Home Pay The U.S....

Wall Street is sharply divided on the potential economic and market fallout, as President Donald Trump announced a U.S. Navy blockade of the Strait of Hormuz following failed nuclear talks with Iran. Shrugging Off Geopolitical Risk Despite escalating tensions and the threat of disrupted global oil...

The Bureau of Labor Statistics (BLS) and the Institute for Supply Management (ISM) have officially responded to accusations that the massive divergence in their March service-sector employment data exposes a fundamental flaw in U.S. economic reporting. Both agencies are pushing back against claims...

A glaring contradiction between the government’s official jobs report and private sector survey data has sparked a fierce debate over the true state of the U.S. labor market. A Tale of Two Reports Economist David Rosenberg has sounded the alarm on deeply conflicting March 2026 employment data...

The outcome of President Donald Trump’s aggressive tariff policies has stunned critics and defied mainstream economic consensus, according to Lou Basenese, the Chief Market Strategist at The Basenese Group. Economists Were ‘Completely Wrong’ On Thursday, Basenese said the Trump...

Economist Justin Wolfers is downplaying optimism surrounding the recent U.S. GDP figures, which surprised to the upside at 4.3% for the July to September quarter, while warning that current policy choices are preventing the benefits of this from reaching most Americans. Trump’s ‘Anti-...

David Rosenberg, founder of Rosenberg Research, has cautioned about a possible “gigantic price bubble” in the stock market. This warning comes amidst concerns over the S&P 500’s forward returns due to current valuations. Rosenberg, who is recognized for his bearish economic...

After the S&P 500 notched a nine-day winning streak on Friday, it sparked a debate among market experts. While some believe that it could be a precursor to a recession, others vehemently disagree, citing historical data to support their arguments. What Happened: The Founder and President of...

Wall Street is buzzing with increasing speculation about a recession, as economists identify several indicators suggesting an impending economic downturn. What Happened: According to a report, Goldman Sachs has raised its likelihood of a recession in the next 12 months from 15% to 20...

After the Federal Reserve Board and Federal Open Market Committee released their economic projections following the FOMC meeting on Wednesday, David Rosenberg issued a strong warning about a potential recession. What Happened: According to the economic projections, the Federal Reserve’s...

The yield on the 10-year Treasury bond is not too far from the critical 5% mark, and for investors, this could be the financial equivalent of a seismic portfolio shift. Historically, when bond yields rise this high, they don't just invite competition with stocks: They start stealing the show. In a...

The major index futures traded narrowly mixed early Friday as the imminent release of the June producer price inflation report kept traders on edge as they await confirmation that inflation is sustainably decreasing. After moving sharply to the downside, bond yields have begun ticking higher, but...

The stock market had a “buy-the-rumor, sell-the-news” move on Thursday after a tamer inflation data sent the major averages sharply lower, with the sell-off spearheaded by mega-caps and big techs. What Happened: The Bureau of Labor Statistics’ June consumer price inflation report...

U.S. stocks are likely to remain weak on Thursday, major index futures indicated, as lower bond yields stayed elevated and mixed earnings dampened sentiment. On traders’ radar are key inflation data from the Federal Reserve, as well as jobs data and a revised quarterly GDP report besides a...

The U.S. economy might be on the brink of an unforeseen recession, according to a prominent economist, who has raised concerns about the recent spike in the unemployment rate. What Happened: The unexpected rise in the unemployment rate, from 3.7% to 3.9% in February, has sparked fears of a...