Data Revisions, Rate Decisions, Growth Previsions

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Rosenberg Round-Up

Rosenberg Research

36 episodes

4 days ago

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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Data Revisions, Rate Decisions, Growth Previsions

Rosenberg Round-Up

14 minutes 28 seconds

1 year ago

Data Revisions, Rate Decisions, Growth Previsions

This week we highlight the pile-up of negative data revisions that are changing the cyclical picture, we touch on the outlook for the Fed as its peers prepare to cut, and we shine our spotlight on new long-term growth outlook estimates for the world’s largest economies.

The Week in Review (1:45) — The latest Beige Book, GDP revisions, and Dimon on private credit

The Week Ahead (7:14) — The ECB and BoC to cut (?)

The Spotlight (8:36) — Where to invest for the long term

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