Person

David Rosenberg

David Rosenberg is named in 1 Part of The Buildout, most recently Part 15: Oil Is the Headline. The Real Yield Is the Bill.. Argued in Part 15 (Oil stays out of the core).

In 1 part of The Buildout: Part 15 · Updated Oct 22, 2026

What David Rosenberg argued

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  1. Part 15 · Oil stays out of the coreOct 1, 2026

    He will not say inflation bulls are deranged and grants that inflation is always a very complex item to forecast with hundreds of variables, but says he sees nothing telling him a pernicious inflationary environment is coming.

    Oil Is the Headline. The Real Yield Is the Bill. Who is on each side

  2. Part 15 · Oil stays out of the coreOct 1, 2026

    If real-time rents and home prices were plugged into the CPI it would be close to zero and core would be well below 2%, and he thinks that will come through with lags because shelter matters far more than energy in the CPI.

    Oil Is the Headline. The Real Yield Is the Bill. Who is on each side

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