Rosenberg Research https://www.rosenbergresearch.com Tue, 30 Jun 2026 15:24:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.5 https://www.rosenbergresearch.com/wp-content/uploads/2025/03/cropped-Site-Icon2-32x32.webp Rosenberg Research https://www.rosenbergresearch.com 32 32 Disinflation Explained: Why 2026 Will Surprise the Inflation Hawks https://www.rosenbergresearch.com/2026/06/26/disinflation-explained-why-2026-will-surprise-the-inflation-hawks/ Fri, 26 Jun 2026 11:16:00 +0000 https://www.rosenbergresearch.com/?p=10599 The financial press has spent four years obsessed with rising prices. As the Fed turns hawkish and the consensus is bracing for more of the same, the word for 2026 isn’t inflation; it’s disinflation, and most retail investors don’t quite… Read the rest

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]]> Featuring Special Guest – Henrietta Treyz https://www.rosenbergresearch.com/2026/06/10/featuring-special-guest-henrietta-treyz-3/ Wed, 10 Jun 2026 14:17:17 +0000 https://www.rosenbergresearch.com/?p=10236 About Henrietta

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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]]> About Henrietta 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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]]> Featuring Special Guest – Michael Wilson https://www.rosenbergresearch.com/2026/06/07/featuring-special-guest-michael-wilson/ Sun, 07 Jun 2026 15:20:01 +0000 https://www.rosenbergresearch.com/?p=10602 About Michael

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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]]> About Michael 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 Geopolitical Tax | Why Oil Shocks are Closer to Deflationary Signals Than You Think https://www.rosenbergresearch.com/2026/05/14/the-geopolitical-tax-why-oil-shocks-are-closer-to-deflationary-signals-than-you-think/ Thu, 14 May 2026 10:27:00 +0000 https://www.rosenbergresearch.com/?p=10555 Monitoring the intersection of global conflict and commodity markets is necessary for any proactive investor. When tensions flare near critical maritime chokepoints, the immediate market reaction is entirely predictable: oil prices spike, headlines scream about a 1970s-style stagflation revival, and… Read the rest

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]]> Featuring Special Guest – Katie Stockton https://www.rosenbergresearch.com/2026/05/05/featuring-special-guest-katie-stockton/ Tue, 05 May 2026 16:00:00 +0000 https://www.rosenbergresearch.com/?p=10348 About Katie

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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]]> About Katie 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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]]> Featuring Special Guest – Danielle DiMartino Booth https://www.rosenbergresearch.com/2026/05/01/featuring-special-guest-danielle-dimartino-booth-2/ Fri, 01 May 2026 16:00:33 +0000 https://www.rosenbergresearch.com/?p=10416 About Danielle

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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]]> About Danielle 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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]]> Featuring Special Guest – Peter Boockvar https://www.rosenbergresearch.com/2026/04/15/featuring-special-guest-peter-boockvar-3/ Wed, 15 Apr 2026 18:52:43 +0000 https://www.rosenbergresearch.com/?p=10345 About Peter

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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]]> About Peter 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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]]> Inflation and Investing | Protecting Your Portfolio from the Erosion of Purchasing Power https://www.rosenbergresearch.com/2026/04/10/inflation-and-investing-protecting-your-portfolio-from-the-erosion-of-purchasing-power/ Fri, 10 Apr 2026 11:04:00 +0000 https://www.rosenbergresearch.com/?p=10336 Your investment balances might look impressive on screen; however, the nominal climb in asset prices often masks a more sobering economic reality that many mainstream analysts are quick to overlook. Achieving true financial security requires a deeper dive into the… Read the rest

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]]> Why Markets Misread Inflation and What Investors Often Miss https://www.rosenbergresearch.com/2026/04/06/why-markets-misread-inflation-and-what-investors-often-miss/ Mon, 06 Apr 2026 11:47:58 +0000 https://www.rosenbergresearch.com/?p=10290 Inflation is rarely a straight line, yet market participants consistently treat it as one, leading to the same analytical pitfalls every single cycle. At Rosenberg Research, we’ve observed that investors often fall into the trap of recency bias, assuming that… Read the rest

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]]> Dave Talks with Richard Bernstein: Navigating the Noise and the Case for Boring Investments https://www.rosenbergresearch.com/2026/03/26/dave-talks-with-richard-bernstein-navigating-the-noise-and-the-case-for-boring-investments/ Thu, 26 Mar 2026 11:24:57 +0000 https://www.rosenbergresearch.com/?p=10287 The modern investment landscape is often drowned out by what David Rosenberg and Wall Street legend Richard Bernstein call media and hype. In a recent exclusive webcast, these two veteran strategists reunited to discuss why most successful portfolios today aren’t… Read the rest

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