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: [email protected]

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