David Rosenberg, Rosenberg Research

"Everybody's loaded for bear": Rosenberg Research founder on Treasuries

15 calls: Why he says 90% of the move in 10-year yields was the real rate and not inflation, what he expects from the Nov 4 refunding, and the only two…

18 hrs ago • The Scuttlebutt

Warsh's own inflation gauge is 40bps lower than a year ago, says Rosenberg Research

6 numbers: Why he puts the Treasury selloff on Fed expectations rather than oil, the 30 September revision he says nobody is pricing, and the three…

Sep 17 • The Scuttlebutt

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