HeyJaredDavid Rosenberg
- Indexed articles, last 90 days
- 24
- Latest publication
- Sep 17, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
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- Jul 6, 2026
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Rising oil, rates and yields brew up stagflation cocktail for markets (opens the original)
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The surge in energy and global borrowing costs as a result of the war in the Middle East is pushing economies and markets further towards a potentially damaging period of high inflation and slow growth. For now, stocks remain near record highs and economic growth, thanks to the avalanche of spending on the AI boom, has been resilient. The rise in the value of oil and gas, and the increase in global government bond yields to financial crisis-era highs, has been orderly. But a growing number of
Premarket: Wall Street futures rise as oil pullback amplifies Fed rate-hike boost (opens the original)
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U.S. stock index futures surged on Thursday as retreating oil prices bolstered confidence, with the Federal Reserve’s first interest-rate hike under Chair Kevin Warsh reassuring investors of the central bank’s resolve to combat inflation. The policy decision eased a chronic source of anxiety, allowing investors to return to old patterns. Technology shares gained, with Nvidia and Amazon rising more than 1 per cent each in premarket trading. The gains will be crucial for investors in the second
Oil prices extend losses as supply disruption fears ease (opens the original)
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Saudi crude cargoes through Oman eased supply concerns, though prices stayed above US$100 a barrel on fears the Middle East conflict could widen. Brent crude futures were down US$1.50, or 1.42 per cent, to US$104.33 a barrel at 6 a.m. ET, while US West Texas Intermediate futures were down US$1.09, or 1.06 per cent, at US$101.34 a barrel. Both contracts fell about US$3 on Wednesday. Crude retreated from weekly highs after US Energy Secretary Chris Wright signalled a quicker return to service
The dirty little secret about a 60/40 portfolio — and why it no longer works (opens the original)
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Investors have a remarkable capacity to confuse a rising market with a well-constructed portfolio. When the same stocks keep leading, diversification starts to look like an unnecessary expense. Why own anything that is lagging? The temptation is to sell the assets that have disappointed and buy more of whatever has already worked. Follow that logic far enough, and the entire portfolio ends up depending on the continuation of one market outcome. That is a considerable wager to place on a forecast
Rosenberg: The TSX is small, the S&P is concentrated. Here’s how to diversify (opens the original)
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I’m not sure that Canadian equity investors are aware that the TSX represents just 3 per cent of total global market capitalization. Canadian investors have historically held well over half their equity allocation domestically, which is one of the highest home-bias ratios in the developed world. So, a Canadian with 50-per-cent domestic exposure is overweight their home market by roughly 17 times its global weight. By way of comparison, the U.S. represents 65 per cent of the global market cap. Th
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