The Cutting Cycle Commences

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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.

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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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The Cutting Cycle Commences

Rosenberg Round-Up

11 minutes 47 seconds

1 year ago

The Cutting Cycle Commences

This week we cover the onset of the global cutting cycle, as the BoC and the ECB took important first steps this week. Then we shine our spotlight beyond the S&P 500, arguing that small is beautiful.

The Week in Review (0:40) — The BoC and the ECB ease and the U.S. data softens

The Week Ahead (6:56) — A potential damp squib from the FOMC — but keep an eye on CPI

The Spotlight (8:06) — Looking for value beyond the S&P 500

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