Economist and founder of Rosenberg Research, former chief North American economist at Merrill Lynch. Makes explicit calls on stocks, bonds, gold, and silver.
Current predictions
US Dollar: David is bearish on the US Dollar over the long term. (updated 2026-09-14)
US Dollar: David is bearish on the US Dollar. (updated 2026-09-02)
Intermediate Treasuries: David is bullish on Intermediate Treasuries in the short term (Sep–Dec 2026) and over the medium term (Feb–Aug 2027). (updated 2026-09-14)
Gold: David is bullish on gold. (updated 2026-09-14)
Gold: David is bullish on gold over the long term. (updated 2026-08-09)
Oil: David is bullish on oil. (updated 2026-09-02)
Short-Term Treasuries: David is bullish on Short-Term Treasuries. (updated 2026-09-01)
Prediction history
2026-09-14 — David is bullish on Intermediate Treasuries in the short term (Sep–Dec 2026). (source: ‘Block Your Nose And Buy’ 10-Year Treasuries At 5% | David Rosenberg)
2026-09-14 — David is bullish on gold. (source: ‘Block Your Nose And Buy’ 10-Year Treasuries At 5% | David Rosenberg)
2026-09-14 — David is bearish on the US Dollar over the long term. (source: ‘Block Your Nose And Buy’ 10-Year Treasuries At 5% | David Rosenberg)
2026-09-06 — David is bullish on Intermediate Treasuries. (source: Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg)
2026-09-02 — David is bearish on the US Dollar. (source: Yields Explode, Fed To ‘Make A Big Blunder’ Hiking Into Oil Shock | David Rosenberg)
2026-09-02 — David is bullish on oil. (source: Yields Explode, Fed To ‘Make A Big Blunder’ Hiking Into Oil Shock | David Rosenberg)
2026-09-01 — David is bullish on Short-Term Treasuries. (source: David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready)
2026-08-20 — David is bullish on Short-Term Treasuries. (source: David Rosenberg: The Economy Is More Fragile Than You Think)
2026-08-09 — David is bullish on Intermediate Treasuries over the medium term (Feb–Aug 2027). (source: David Rosenberg Warns The Mother of Consumer Recessions Is Here)
2026-08-09 — David is bearish on oil. (source: David Rosenberg Warns The Mother of Consumer Recessions Is Here)
2026-08-09 — David is bullish on gold over the long term. (source: David Rosenberg Warns The Mother of Consumer Recessions Is Here)
2026-03-06 — David is bearish on oil. (source: The recent spike in oil prices is clearly a disruption and consumers will feel it at the pump in the short term. But hi…)