The Macro Picture With David Rosenberg

​The Macro Picture is a conversation with David Rosenberg, Founder and President of Rosenberg Research and one of the most closely followed macroeconomic thinkers in global markets.

​David founded Rosenberg Research in 2020 after a long career advising institutional investors across the world. Prior to launching his firm, he served as Chief Economist and Strategist at Gluskin Sheff + Associates, and before that spent nearly a decade at Merrill Lynch, where he was Chief North American Economist in New York and consistently ranked among the top Wall Street economists by Institutional Investor. Today, his research reaches thousands of clients across more than 40 countries, spanning both institutional and retail audiences.

​Drawing on decades of experience, this session will explore the forces shaping markets today, from economic cycles and monetary policy to valuations, credit conditions, and the evolving AI narrative. Rather than chasing short term forecasts, the discussion will focus on frameworks, how to separate signal from noise, how macro regimes shift, and how investors should think about risk, opportunity, and capital allocation in an uncertain environment.

​This is a grounded, long form conversation aimed at understanding where we truly stand in the macro picture, and what matters most beneath the headlines.