{
  "generatedAt": "2026-10-22T16:04:11Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "david-rosenberg",
  "name": "David Rosenberg",
  "role": null,
  "url": "https://deepstack.ltd/people/david-rosenberg/",
  "api": "https://deepstack.ltd/api/v1/entities/people/david-rosenberg.json",
  "summary": "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).",
  "parts": [
    {
      "part": 15,
      "headline": "Oil Is the Headline. The Real Yield Is the Bill.",
      "url": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/"
    }
  ],
  "numbers": [],
  "mentions": [],
  "sides": [
    {
      "part": 15,
      "question": null,
      "side": "oil-stays-out-of-the-core",
      "sideLabel": "Oil stays out of the core",
      "claim": "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.",
      "date": "2026-10-01",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/",
      "sidesUrl": "https://deepstack.ltd/sides/oil-is-the-headline-the-real-yield-is-the-bill/"
    },
    {
      "part": 15,
      "question": null,
      "side": "oil-stays-out-of-the-core",
      "sideLabel": "Oil stays out of the core",
      "claim": "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.",
      "date": "2026-10-01",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/",
      "sidesUrl": "https://deepstack.ltd/sides/oil-is-the-headline-the-real-yield-is-the-bill/"
    }
  ],
  "coverage": {
    "creators": 0,
    "claims": 0,
    "texts": 0,
    "asOf": "2026-10-22"
  },
  "lastUpdated": "2026-10-22"
}
