Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # Rosenberg Research: Rosenberg Research is an independent Toronto-based macroeconomic and market research firm led by economist David Rosenberg. The team delivers data-driven analysis, daily market commentary, quantitative model insights, and in-depth thematic reports that help individual investors, advisors, portfolio managers, and institutions navigate economic cycles and make informed allocation decisions across U.S. and Canadian markets. Subscribers also gain access to “Webcasts with Dave,” where David Rosenberg’s team hosts leading economists, strategists, and market thinkers for timely discussions on macro trends, policy shifts, and investment risks. ## Sitemaps [XML Sitemap](https://www.rosenbergresearch.com/sitemap_index.xml): Includes all crawlable and indexable pages. ## Pages - [Home](https://www.rosenbergresearch.com/): Rosenberg Research offers independent macro and market research focus, core products, subscription options, and market guide of USA and Canada. - [About](https://www.rosenbergresearch.com/about-us/): Background on David Rosenberg, the firm’s history, research philosophy, and the team’s approach to delivering objective, data-driven macro insights. - [Individual Investor](https://www.rosenbergresearch.com/individual-investor/): Shows how sophisticated individual investors can use Rosenberg Research to understand the macro backdrop, manage risk, and refine their own long-term investment strategies. - [Advisors and Portfolio Managers](https://www.rosenbergresearch.com/advisors-portfolio-managers/): Describes how financial advisors and portfolio managers apply Rosenberg Research insights, charts, and model outputs to generate ideas and communicate with clients. - [Institutional Investors](https://www.rosenbergresearch.com/institutional-investors/): Explains how institutional clients such as asset managers, pension funds, and hedge funds use Rosenberg Research to support investment committees, risk oversight, and asset allocation. - [Webcast with Dave](https://www.rosenbergresearch.com/webcast-with-dave/): Hub for live and on-demand webcasts where David Rosenberg and guest experts discuss macroeconomics, policy, market risks, and portfolio implications. - [Dave in The Media](https://www.rosenbergresearch.com/rr-in-the-media/): Collection of David Rosenberg’s media appearances, including TV interviews, podcasts, and articles featuring his macro and market views. - [Dave’s Vignettes](https://www.rosenbergresearch.com/daves-vignettes/): Personal vignettes and reflections from David Rosenberg, offering career stories, life lessons, and context behind his perspectives on markets and economics. - [Contact Us](https://www.rosenbergresearch.com/contact-us/): Contact form and details for subscription questions, media enquiries, and support. Reach out to us at: +1 (877) 316-1322 (U.S. and Canada) +1 (416) 583-5566 (International) - [Blogs](https://www.rosenbergresearch.com/category/blogs/): Long-form articles and educational content covering macroeconomics, strategy, and the role of advisers, consultants, and research analysts. - [News and Media](https://www.rosenbergresearch.com/category/news-and-media/): Media coverage, news clips, and public interviews where David Rosenberg shares his macro and market views. ## Subscriptions - [Our Subscriptions](https://www.rosenbergresearch.com/our-subscriptions/): Overview of all Rosenberg Research subscription tiers, pricing, and what is included in Core Macro, Investor Pro, Premium, Macro Pro, Core Strategy, Advisor Package, and the Morning Newsletter, with a 14-day free trial available. - [Core Macro](https://www.rosenbergresearch.com/check-out-core-macro/): Macro-focused quarterly package designed for investors who want daily macro reports, early-morning analysis, Chartroom access, and key model-driven insights without the full institutional bundle. - [Investor Pro](https://www.rosenbergresearch.com/check-out-investor-pro/): Popular middle-tier subscription that adds more strategy content and tools to Core Macro, giving active investors and allocators deeper model outputs, tactical reports, and expanded webcast access. - [Premium](https://www.rosenbergresearch.com/check-out-premium/): All-inclusive package bundling every Rosenberg Research product, including all daily notes, macro and strategy reports, proprietary models, Special Reports, Investor Chartroom, and the full Webcast Archive. - [Macro Pro](https://www.rosenbergresearch.com/check-out-macro-pro/): Quarterly billed package tailored to users who want concentrated macro research and bond-centric strategy, combining macro commentary, charts, and Special Reports with focused webcast content. - [Core Strategy](https://www.rosenbergresearch.com/check-out-core-strategy/): Strategy-oriented bundle centred on asset allocation and risk management, offering strategy reports, model-based tools, tactical ideas, and access to selected macro notes and samples. - [Advisor Package](https://www.rosenbergresearch.com/check-out-advisor-package/): Built for financial advisors and portfolio managers, combining key macro reports, client-ready charts, and communication-friendly tools to support meetings, updates, and asset allocation decisions. - [Morning Newsletter](https://www.rosenbergresearch.com/check-out-newsletter/): Morning newsletter subscription that delivers a concise written wrap-up of key macro events, data releases, and David Rosenberg’s views on how the trading day and macro backdrop are evolving. ## Research Products and Tools (Subscriber Access) - Daily Reports: Short, time-sensitive notes that summarize key overnight developments, market-moving news, and data releases, with a focus on what matters for positioning. - Macro Research: In-depth written analysis of macroeconomic trends such as inflation, interest rates, labour markets, global growth, and central bank policy in the U.S., Canada, and major economies. - Market Strategy: Top-down asset allocation and sector strategy that links the macro outlook to positioning ideas across equities, fixed income, commodities, and currencies. - Model-Driven Reports: Research built on proprietary, data-powered algorithms that translate macro and market inputs into objective, forward-looking signals. - Special Reports: Deep-dive thematic pieces on structural trends, emerging risks, and geopolitical or policy events that may reshape the investment landscape. - Webcast Archive: On-demand access to “Webcasts with Dave,” featuring David Rosenberg and guests discussing macro themes, market risks, portfolio implications, and more. - Investor Chartroom: Curated decks of economic and market charts useful for client presentations, investment committees, and institutional research workflows. - Proprietary Models: In-house Rosenberg Research models that score macro conditions, turning points, and cross-asset opportunities, used throughout the research and strategy suite. ## Webcast with Dave - [Featuring Special Guest – John Mauldin](https://www.rosenbergresearch.com/2025/11/05/featuring-special-guest-john-mauldin/): Discussion with bestselling author John Mauldin on global macro risks, fiscal challenges, and long-term market pressures. - [Featuring Special Guest – Richard Clarida](https://www.rosenbergresearch.com/2025/11/04/featuring-special-guest-richard-clarida/): Insights from former Federal Reserve Vice Chair Richard Clarida on monetary policy, inflation dynamics, and the Fed’s reaction function. - [Featuring Special Guest – Claudia Sahm](https://www.rosenbergresearch.com/2025/10/22/featuring-special-guest-claudia-sahm/): Conversation with economist Claudia Sahm covering labour markets, policy signals, and recession-probability frameworks. - [Featuring Special Guest – Ivy Zelman](https://www.rosenbergresearch.com/2025/08/09/featuring-special-guest-ivy-zelman/): Housing market analysis with Ivy Zelman, including supply-demand trends and structural pressures on affordability. - [Featuring Special Guest – Peter Boockvar](https://www.rosenbergresearch.com/2025/07/13/featuring-special-guest-peter-boockvar-2/): Exploration of liquidity cycles, credit conditions, and market sentiment with strategist Peter Boockvar. - [Featuring Special Guest – Dan Fuss](https://www.rosenbergresearch.com/2025/07/11/featuring-special-guest-dan-fuss/): Fixed income insights from legendary bond manager Dan Fuss, focusing on credit markets and long-term rate expectations. - [Featuring Special Guest – Lakshman Achuthan](https://www.rosenbergresearch.com/2025/07/10/featuring-special-guest-lakshman-achuthan/): Deep dive into business cycles and leading indicators with ECRI co-founder Lakshman Achuthan. - [Featuring Special Guest – Michael Green](https://www.rosenbergresearch.com/2025/07/08/featuring-special-guest-michael-green/): Discussion with Michael Green on market structure, liquidity flows, and the impact of passive investment dynamics. - [Featuring Special Guest – Jeffrey Gundlach](https://www.rosenbergresearch.com/2025/07/08/featuring-special-guest-jeffrey-gundlach/): Macro and credit cycle outlook with DoubleLine founder Jeffrey Gundlach, highlighting bond markets and recession risks. - [Featuring Special Guest – Greg Fleming](https://www.rosenbergresearch.com/2025/07/08/featuring-special-guest-greg-fleming/): Market and economic outlook with Rockefeller Capital Management CEO Greg Fleming. - [Featuring Special Guest – Niall Ferguson](https://www.rosenbergresearch.com/2025/02/04/featuring-special-guest-nial-ferguson/): Historical and geopolitical context with historian Niall Ferguson, linking global political trends to market risk. - [Featuring Special Guest – Mike Wilson](https://www.rosenbergresearch.com/2025/02/04/featuring-special-guest-mike-wilson/): Equity strategy conversation with former Morgan Stanley CIO Mike Wilson, focusing on earnings cycles and valuation regimes. - [Featuring Special Guest – Jeremy Grantham](https://www.rosenbergresearch.com/2025/02/04/featuring-special-guest-jeremy-grantham/): Long-term market cycles, bubbles, and valuation extremes with GMO co-founder Jeremy Grantham. - [Featuring Special Guest – Lori Calvasina](https://www.rosenbergresearch.com/2025/02/04/featuring-special-guest-lori-calvasina/): U.S. equity strategy insights with RBC’s Lori Calvasina, examining sentiment, positioning, and earnings expectations. - [Featuring Special Guest – Gary Shilling, and Lacy Hunt](https://www.rosenbergresearch.com/2025/02/04/featuring-special-guest-gary-shilling-lacy-hun/): Dual-guest session covering long-term bonds, deflationary pressures, and monetary policy impacts from two leading macro thinkers. - [Featuring Special Guest – Lyn Alden](https://www.rosenbergresearch.com/2025/01/01/featuring-special-guest-lyn-alden/): Structural macro trends, liquidity cycles, and long-range investment themes with Lyn Alden. - [Featuring Special Guest – James Grant](https://www.rosenbergresearch.com/2024/12/20/featuring-special-guest-james-grant/): Discussion with James Grant on interest rates, credit cycles, and historical lessons for today’s markets. ## Posts - [Rosenberg Research: Your Partner for a Smarter Investment Strategy](https://www.rosenbergresearch.com/2025/09/18/rosenberg-research-your-partner-for-a-smarter-investment-market-strategy/): Overview of how the Rosenberg Research suite supports smarter, more informed investment decisions. - [Morning Macro Update: How Daily Briefings Shape Investor Strategy](https://www.rosenbergresearch.com/2025/09/26/morning-macro-update-how-rosenberg-researchs-daily-briefings-drive-your-morning-strategy/): How “Breakfast with Dave” and “Early Morning with Dave” help investors start the day with macro context. - [The Power of Macro Research for Your Portfolio](https://www.rosenbergresearch.com/2025/10/02/the-power-of-macro-research-for-your-portfolio/): Why long-term macro fundamentals matter more than short-term volatility. - [Beyond the Headlines: How Market Strategy Reports Build Adaptive Portfolios](https://www.rosenbergresearch.com/2025/10/14/beyond-the-headlines-how-to-build-an-adaptive-portfolio-with-rosenberg-research-market-strategy-reports/): How strategy reports turn macro signals into actionable allocation ideas. - [Removing the Emotion: How Quantitative Macro Models Drive Objective Decisions](https://www.rosenbergresearch.com/2025/10/24/removing-the-emotion-how-quantitative-macro-models-drive-objective-decisions/): How Rosenberg Research’s Strategizer tool provides rules-based, objective decision support. - [Your Long-Term Vision: How Special Reports Inform Strategic Allocation](https://www.rosenbergresearch.com/2025/10/31/your-long-term-vision-how-rosenbergs-special-reports-inform-strategic-allocation/): How thematic deep-dive reports help build forward-looking portfolio strategy. - [Insights on Demand: How the Webcast Archive Delivers Market Intelligence](https://www.rosenbergresearch.com/2025/11/03/insights-on-demand-how-the-rosenberg-research-webcast-archive-delivers-dynamic-market-intelligence/): Overview of how archived webcasts provide continual access to high-value macro discussions. - [See the Story in the Data: Visualizing the Market with Our Investor Chartroom](https://www.rosenbergresearch.com/2025/11/07/see-the-story-in-the-data-visualizing-the-market-with-our-investor-chartroom/): How curated macro charts give investors fast, clear insights into market trends. - [How Proprietary Models Can Forecast Economic Turning Points](https://www.rosenbergresearch.com/2025/11/13/how-proprietary-models-can-forecast-economic-turning-points/): How Rosenberg Research’s proprietary models detect economic shifts before they appear in lagging indicators. - [Yes, I Can Write About Things I Like – Gold Being One](https://www.rosenbergresearch.com/2025/09/22/yes-i-can-write-about-things-i-like-gold-being-one/): A contrarian look at gold and sentiment-driven market opportunities. - [Understanding Inflation: Causes, Effects, and Solutions](https://www.rosenbergresearch.com/2025/05/26/understanding-inflation-causes-effects-and-solutions/): Breakdown of inflation forces and how they affect households, markets, and policy. - [The Impact of Interest Rates on the Economy](https://www.rosenbergresearch.com/2025/05/23/the-impact-of-interest-rates-on-the-economy/): How rate changes influence consumer activity, corporate planning, and market behavior. - [Key Macroeconomic Indicators Every Investor Should Track](https://www.rosenbergresearch.com/2025/05/19/key-macroeconomic-indicators-every-investor-should-track/): Core indicators used by professional investors to interpret economic cycles. - [Why Financial Institutions Rely on Macroeconomic Advisers](https://www.rosenbergresearch.com/2025/05/06/why-financial-institutions-rely-on-macroeconomic-advisers/): How institutions use macro research for risk management and allocation. - [The Role of Macroeconomic Advisers in Financial Planning](https://www.rosenbergresearch.com/2025/04/30/the-role-of-macroeconomic-advisers-in-financial-planning/): Why financial advisors rely on macro context for long-term planning. - [The Role of Macroeconomic Data in Business Decisions](https://www.rosenbergresearch.com/2025/05/16/the-role-of-macroeconomic-data-in-business-decisions/): How companies use macro indicators in budgeting, forecasting, and strategy. - [Why Macroeconomic Advisers Are Key to Risk Mitigation](https://www.rosenbergresearch.com/2025/02/28/why-macroeconomic-advisers-are-key-to-risk-mitigation/): How macro insights help investors and businesses manage downturn risk.