Economic Forecasting and Market Strategy by David Rosenberg

David Rosenberg is the founder and president of Rosenberg Research & Associates Inc., a macroeconomic consultancy serving institutional investors globally. Formerly Chief Economist and Strategist at Gluskin Sheff and Merrill Lynch North America, Rosenberg has more than 30 years of experience in interest rate and business-cycle forecasting.

Since 2021, Rosenberg has made multiple media appearances on BNN Bloomberg, CNBC, and RealVision, where he has consistently questioned the macroeconomic case for Bitcoin, calling it a “speculative vehicle divorced from intrinsic value.” In February 2024, he warned of a Bitcoin reversal during a keynote at the Canadian Economic Summit, citing tightening liquidity conditions and real interest rate spikes as headwinds for non-productive digital assets.

Though not engaged in crypto professionally, Rosenberg’s commentary influences institutional sentiment. His weekly research notes, distributed to over 5,000 clients, occasionally cover digital assets in the context of monetary policy or systemic risk. As of 2025, he remains a high-profile skeptic of cryptocurrencies, favoring gold and defensive sectors in portfolio construction. His perspective is valued by allocators seeking conservative, data-driven critiques of the crypto space.