Taking stock after a volatile week | Macro data will drive markets | Going defensive
Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg
For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial
Send us your questions and requests at: information@rosenbergresearch.com
In This Episode
The Week in Review (1:06) — Dissecting the sell-off
The Week Ahead (9:40) — Markets primed to sell on dovish surprises
The Spotlight (10:54) — How to reposition the equity portfolio
Canada Corner (12:00) — Bank of Canada back to balance