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Jeffrey Rosenberg

Jeffrey is BlackRock’s Chief Investment Strategist for Fixed Income. Prior to joining BlackRock, he spent nearly a decade at Bank of America Merrill Lynch as Chief Credit Strategist, focusing most recently on fixed income, securitized assets, credit, FX and commodities strategies. He is a CFA charterholder and writes about fixed income markets.

Disclosure: The content Market Realist publishes should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of BlackRock.

More From Jeffrey Rosenberg

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    Macroeconomic Analysis

    Why the US Economy Stalled in 1Q15

    The US economy stalled in 2014 for several reasons, including seasonality, weather, strength of the dollar, the West Coast port strike, and the oil price slump.

    By Jeffrey Rosenberg
  • uploads///Consumer spending seasonal headwinds
    Macroeconomic Analysis

    Why the Gloomy GDP Estimate Is Not Cause for Panic

    There are several reasons why the gloomy GDP estimate is not cause for panic. The slowdown in GDP growth seems to be a temporary setback.

    By Jeffrey Rosenberg
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    Miscellaneous

    Who Are The Lower Oil Price Winners?

    According to estimates by Barclays, the industry could save up to the tune of $10 billion in fuel costs, making airlines lower oil price winners.

    By Jeffrey Rosenberg
  • uploads///Inflation Expectations Are Beginning to Rise
    Macroeconomic Analysis

    Inflation Is on the Horizon despite Low Headline Figures

    TIPS give investors a hedge against inflation, like gold and other commodities. This protection, however, comes at the cost of lower coupons.

    By Jeffrey Rosenberg
  • uploads///European stock valuation increased recently due to QE
    Macroeconomic Analysis

    Why Markets Expect More Reforms In Europe

    QE in Europe could help European stocks. The ratio for European stocks has already run up to 20.5x from 18.0x at the start of the year.

    By Jeffrey Rosenberg
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    Miscellaneous

    The Falling Demand For Oil, Impact On Prices

    With China in a less oil-intensive stage of development, the demand for oil could stay low for a while.

    By Jeffrey Rosenberg
  • uploads///Bond ETFs Have Had a Tough Time in
    Macroeconomic Analysis

    Where Can You Find Relative Value within Fixed Income?

    Where’s the relative value within fixed income? High yield bonds appear relatively attractive.

    By Jeffrey Rosenberg
  • uploads///Consumer spending seasonal headwinds
    Macroeconomic Analysis

    Where Are Opportunities in the Current Economic Environment?

    There are still pockets of value in US markets. Investors can look to the financial and technology sectors for opportunities in the current economic environment.

    By Jeffrey Rosenberg
  • uploads///The ss spread compressed after the QE announcement
    Macroeconomic Analysis

    Why Did the German 2s30s Spread Dip on Quantitative Easing?

    The 2s30s spread is the difference between the yield on the 30-year bond (TLT) and the yield on the two-year bond (SHY).

    By Jeffrey Rosenberg
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    Miscellaneous

    Drop In Oil Prices: Economic Implications

    The drop in oil prices is affecting the global equity markets (QWLD). The S&P 500 (SPY) also declined by 3.5%, the worst weekly decline in two years.

    By Jeffrey Rosenberg
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    Miscellaneous

    How The Rising Dollar Is Causing Oil Prices To Fall

    A rising dollar has and will continue to put downward pressure on oil prices, causing trouble for the energy sector (XLE).

    By Jeffrey Rosenberg
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    Miscellaneous

    Plunging Oil Causes Turmoil In High Yield Bond Markets

    The turmoil in high yield bond markets has left more than 18% of junk bond issuers at distressed levels. Investors should avoid the scary junk bond segment.

    By Jeffrey Rosenberg
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    Macroeconomic Analysis

    Why a September Rate Liftoff Seems Likely

    Atlanta Fed president Dennis Lockhart recently stated that it would take “significant deterioration in data” for him to reject the idea of a September rate hike.

    By Jeffrey Rosenberg
  • uploads///Annualized Growth Rate in Maj Economies in the Last  Quarters
    Macroeconomic Analysis

    Is US Economic Growth Converging with European, Japanese Growth?

    Last year, US economic growth was the only bright spot among developed markets (EFA). Its GDP grew at an annualized rate of 4.6% in 2Q14, 5% in 3Q14, and 2.2% in 4Q14.

    By Jeffrey Rosenberg
  • uploads///The declaration of the European QE led to the compression between peripheral and core bond yields
    Macroeconomic Analysis

    Quantitative Easings Led to Spread Compression in European Bonds

    The European Central Bank on Thursday, January 22, delivered­ basically what the market expected for QE (quantitative easing).

    By Jeffrey Rosenberg
  • Macroeconomic Analysis

    Why Long-Dated Bonds Underperform When Rates Rise

    Long-dated bonds underperform when interest rates rise. On the other hand, high yield bonds perform better than Treasuries when interest rates rise.

    By Jeffrey Rosenberg
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