David Resaubreg

Founder and President of Rosenberg Research & Associates Inc.

Retweets, Likes and Follows are not endorsements.

[David Resaubreg @goudalf]

@kim43477 @EconguyRosie 👆 Get details 🚨

[David Rosenberg @EconguyRosie]

SCAM ALERT! There is an AI scam, a total fraud, using me and my firm in advertisements to pitch penny stocks. Many people have been duped by these fake ads that have been found on Facebook, Instagram and TikTok and have lost a lot of money. These ads have not been taken down despite our repeated attempts to notify these sites. Please do not fall for this scam and report it if you come across these ads.

Here is a link to a recent Globe and Mail column on this fraud:
https://t.co/ztedQ0JeFb

[David Rosenberg @EconguyRosie]

I could not believe my eyes when I read what former Kansas City Fed President Esther George had to say in an interview today to the effect that she wouldn’t even wait till September to start hiking rates again.  And here we have Kevin Warsh at the helm, who prides himself on being an Alan Greenspan disciple (may the Maestro rest in peace).  The question is – would Greenspan really be talking about a rate hike?  He followed market indicators, not flawed government data like the CPI or PCE deflator.

As in:

(i) The yield curve:  The 2s/10s curve has flattened nearly +20 basis points since late May to just +30 basis points; (ii) The dollar:  In just five months, the DXY has strengthened nearly +6%; (iii) Credit spreads:  CCC-BB rated spreads have widened out more than +30 basis points since the end of May and are approaching 800 basis points for the first time since Liberation Day in April 2025; (iv) Commodity prices: The CRB index has rolled over by -13% from the nearby May peak; (v) Gold:  Down more than -10% in just the past month and by -27% from the early-year highs.

[David Rosenberg @EconguyRosie]

Post-Fed, the 2-year T-note yield has popped +9 basis points while the long bond has come down -3 basis points. The bond market’s way of telling the Fed that its hawkish tone will prove to be a policy blunder. Flatter yield curves = weaker growth and a nail driven into the risk-on trade.

[David Rosenberg @EconguyRosie]

Had the opportunity to join David Lin for a wide-ranging conversation on the Federal Reserve.

We covered a lot of ground, including the path ahead for policy under the new Chair, what current valuations may be telling us, and the outlook for markets.

My thanks to David for the discussion and opportunity to exchange views. Full interview linked below.

https://t.co/4VwkURm4u7

[Mario Nawfal @MarioNawfal]

INTERVIEW: IRAN WAR BRINGS ECONOMIES NEAR COLLAPSE - w/ Economist David Rosenberg @EconguyRosie

[David Resaubreg @goudalf]

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[PRISME @PrismeMedia]

🇨🇳🐱 Un piège photographique a capturé une famille de chats de Pallas (manuls) dans les steppes de la province chinoise du Qinghai

Très prudents et discrets, ces félins sont rarement filmés d’aussi près 📸

[DomingoTV @DomingoTV]

Pas de prog cette semaine, PA part grimper le Mont Ventoux demain. Mais il streamera quand même jeudi et/ou vendredi s’il revient vivant de son ascension à velo 🫡

[Dieu @_dieuoff]

Wsh dinguerie le manchot shiny

[Gaak.fr @gaak_fr]

🚨OFFICIEL : Fortiche dévoile le clip de « Ma Meilleure ennemie » de Stromae et Pomme !

La musique qui a marqué la saison 2 d’Arcane 🥹

[50 Nuances 🇺🇸🏀 @50NuancesDeNBA]

Sur TikTok, quelqu’un a fait une vidéo d’intro pour les Playoffs 2025 avec le son EVIL J0RDAN de Playboy Carti…et bah c’est une FOLIE.

🎥 - poolz.breakdown (TT)

[Karmine Corp @KarmineCorp]

🥹🥹🥹 @Kammeto #KCORP

[TrashTalk @TrashTalk_fr]

SHAEDON SHAAAARPE PÉTARD DE MISÈRE !!! 😱😱😱

[TOKANIM @Tokanim_FR]

🚨 RAPPEL : Ça sort cette année et ça a l’air juste magique

[50 Nuances 🇺🇸🏀 @50NuancesDeNBA]

Ouhhhh Netflix qui tease le documentaire sur le tournoi olympique de Paris 2024 qui suit Team USA, la France, le Canada et la Serbie ! 👀🎬

Ça va être INCROYABLE 🔥🔥🔥

[Aminematue TV 😞🌧 @AmineMaTueTV]

TU ES CAPABLE D'ACCOMPLIR DE GRANDES CHOSES !

Merci pour ça Doigby 🥹

#StreamForHumanity 🇵🇸🇨🇩🇸🇩🇱🇧