The Mag 7 Run Out of Ammo

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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 Mag 7 Run Out of Ammo

Rosenberg Round-Up

21 minutes 14 seconds

1 year ago

The Mag 7 Run Out of Ammo

The bull run has come to a grinding halt as large-cap tech retreats from overstretched valuations. But the concerning macro narrative driving the rest of the market deserves more attention.

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In This Episode

The Week in Review (0:00:52) — The bull run grinds to a halt as the global macro outlook weakens

The Week Ahead (0:12:30) — Fed and U.S. Nonfarm Payrolls take center stage

The Spotlight (0:16:02) — We introduce our new and improved Beige Book Sentiment Index