It’s Not a Drag Getting Old: An Emerging Investment Theme

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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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It’s Not a Drag Getting Old: An Emerging Investment Theme

Rosenberg Round-Up

13 minutes 9 seconds

1 year ago

It’s Not a Drag Getting Old: An Emerging Investment Theme

This week, what a slowdown in nonfarm payrolls meant for markets, and how to position for the opportunity in America’s aging capital stock.

The Week in Review (1:06) — A rare weak employment report and the Swedish Riksbank cuts rates

The Week Ahead (7:19) — CPI and retail sales headline a big week for macro data

The Spotlight (7:41) — Who will benefit from the replacement and repair of America’s private capital stock?

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