Early Morning with Dave

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Warsh Appointment Kyboshes the "Debasement" Trade
Markets correct, speculation retreats, and key reports await.
 • David Rosenberg
Gold and Silver Slump as Fed Chair Bets Unwind the Debasement Trade
The dollar and yields firm as metals, crypto, and Tech wobble.
 • David Rosenberg
Gold Rally Continues as a Government Shutdown Looms
Gold and silver are hitting new highs seemingly daily — the silver chart looks parabolic. “Hi-Yo, Silver!”
 • David Rosenberg
The Dollar’s Slump Raises the Stakes Ahead of the Fed Meeting
President Trump thinks the dollar’s decline is “great” — what will he say about the Fed’s hold today?
 • David Rosenberg
Tech-Led Equity Rally Rolls On as the Yen Tests Key Resistance
A wobbling dollar keeps gold, silver, and FX hedges in the driver’s seat as stocks await the Fed and big-Tech earnings.
 • David Rosenberg
Gold and Silver Rip Higher as Takaichi Trade Unwinds, the TACO Playbook Fades
Yen whiplash, fading TACO, and surging gold signal a new bout of policy-driven volatility.
 • David Rosenberg
Europe Has More Leverage Than Commonly Portrayed
The DXY dollar index is heading for its worst week since last June, while gold is enjoying its best week since March 2020.
 • David Rosenberg
Early Morning with Dave
Early Morning with Dave
An in-depth analysis of the key overnight market-moving events and data, featuring David Rosenberg's thoughts on how the day ahead will evolve from an investment perspective.
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