Watch now… Read the rest

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Henrietta Treyz has been providing investors with election and economic policy analysis for over 15 years, leading the Veda macroeconomic policy team through the first and second Trump term tariff agenda (IEEPA, 232, 301), the US/Israel war with… Read the rest

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Jeffrey Gundlach is CEO of DoubleLine.  In 2011, he appeared on the cover of Barron’s as “The New Bond King.”  In 2013, Institutional Investor named him “Money Manager of the Year.”  In 2012, 2015 and 2016, he was… Read the rest

The post Featuring Special Guest – Jeffrey Gundlach – An Afternoon with Rosie and Gundlach appeared first on Rosenberg Research.

Richard Clarida is a Managing Director in the New York office and PIMCO’s Global Economic Advisor.

Prior to rejoining PIMCO in 2022, he was the firm’s Global Strategic Advisor from 2006 to 2018. He served as Vice Chairman… Read the rest

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The post Disinflation Explained: Why 2026 Will Surprise the Inflation Hawks appeared first on Rosenberg Research.

Michael Wilson is currently the Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. As CIO, Mike is responsible for all investment advice provided to the Firm’s institutional and retail clients. As the Chief US Equity… Read the rest

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The post The Geopolitical Tax | Why Oil Shocks are Closer to Deflationary Signals Than You Think appeared first on Rosenberg Research.

Katie Stockton, CMT, is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and registered investment advisor based in Greenwich, Connecticut.
Fairlead specializes in technical analysis and disciplined, rules-based investment strategies, including the Fairlead… Read the rest

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Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm.

DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote… Read the rest

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In his role as CIO, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and… Read the rest

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