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Watch Dave discuss the market
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Actionable investment ideas using our proprietary models
Economic Research for Informed Investing
Get daily economic analysis from one of the world's leading economists
WHO WE ARE
We strive to be investors’ first and most trusted resource for economic research and financial market strategy. President and Chief Economist & Strategist, David Rosenberg, brings decades of experience in analyzing current trends and identifying future shifts in the global economy and financial markets, with an unwavering commitment towards helping his clients navigate their portfolios in an ever-changing, uncertain world.
At Rosenberg Research, we provide the information, insights and strategy to enhance your investment decisions, backed by our team's macroeconomic research capabilities and David’s unique market lens.
IN THE NEWS
"Dave is both an incisive and creative analyst. He does not waste time treading over the obvious, which makes him unique and valuable."
Founder, Tudor Investment Corporation
"It has long been my observation that the best use for economists and their forecasts is to find out when they all agree and become a consensus. Then at least you know what is least likely to happen. Dave Rosenberg is an exception. He takes strong positions against consensus thinking and is not afraid to dig deep in support of his arguments. Like any of us, he may not always be right or sometimes too soon, but his thorough analysis has been on the money often enough to make his ideas provocative and well worth listening to."
Former Chief Markets Strategist, Merrill Lynch
"I have found many of Dave’s reports to be insightful and quite compelling."
Businessman, investor, philanthropist
"David’s research is a must-read for me every morning. His willingness to take a contrarian view, always backed up with hard data, is valuable for anyone interested in seeing around corners."
CEO and portfolio manager, The Baupost Group
"David Rosenberg’s work excels in breadth, depth, objectivity and usefulness. He incorporates the messages of market movements into a solid academic framework to formulate concrete, actionable investment advice. A succinct description of the value of his work was given by Dave himself in one of his widely read “Breakfast with Dave” memos: “What investors need most….is a detective, not a cheerleader.” Rosie fills that void."
"I have had the pleasure to work with David for 10 years. His depth and breadth of knowledge on economics is impressive. He is always a draw at conferences and clients are always very interested in hearing his views on both the economy and markets."
Executive Vice President & Portfolio Manager, Waratah Capital Advisors Ltd.
"David Rosenberg’s greatest attribute is not his mind, as formidable a piece of analytical equipment as it is. Nor is it his superlative forecasting record, as enviable as that is. His greatest attribute is rather his heart. He forms his views without fear and without favor, and he is unshakable when he thinks he’s found the truth, which he so often does."
Writer and publisher, Grant’s Interest Rate Observer
"David Rosenberg is one of the world's most experienced and meticulous observers of global financial markets. If anyone is going to spot the next crisis before it engulfs us, it will be 'Rosie,' who has an uncanny sixth sense especially when it comes to reading the U.S. economy. He also offers the kind of insight, based on decades of hard work, that is never going to be replaceable by an algorithm. I have long admired his approach, and never cease to learn from him."
Milbank Family Senior Fellow, the Hoover Institution, Stanford, and author of The Ascent of Money
"I have followed David's research for decades and have constantly found it to be honest, informative and thought-provoking. His greatest contribution for me is his ability to take his economic wisdom to a completely different level for investors, one that helps guide them in their financial decision-making process."
Former Goldman Sachs partner and chairman; CEO and founder, Omega Family Office