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

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The post Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg appeared first on Rosenberg Research.

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The post David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready appeared first on Rosenberg Research.

For over three decades, Lakshman Achuthan has helped clients anticipate economic turning points. He co-founded the Economic Cycle Research Institute (ECRI) with Anirvan Banerji and his mentor, Geoffrey H. Moore, and co-authored Beating the Business Cycle.

Today, he… Read the rest

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The post David Rosenberg on whether he would bet against long-term Treasuries appeared first on Rosenberg Research.

Marko Papic is the Macro-Geopolitical Chief Strategist and Senior Vice President at BCA Research, one of the largest global macro, investment research firms.

At BCA, Papic is primarily responsible for the firm’s premier product, BCA Access, a macro… Read the rest

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The post David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead appeared first on Rosenberg Research.

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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Lawrence G. McDonald is a New York Times bestselling author, CNBC contributor, and one of the most sought-after voices on global macro risk, political risk, systemic stress, and market turning points. He is the founder of The Bear… Read the rest

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The post Long Duration Bonds | A Framework for Thinking About the Setup in 2026 appeared first on Rosenberg Research.