Subscribe
Sign in
Home
Free Trial
Archive
About
Latest
Top
Discussions
Bonds Continue To Sell Off and Equity Markets Take Note With A Lag
Bond markets adjust to election odds and the path of rate cuts… equities are finally taking note
4 hrs ago
•
David Rosenberg
Share this post
Bonds Continue To Sell Off and Equity Markets Take Note With A Lag
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
Stock Market Rallies Further Absent Any Positive EPS Revision Momentum
Could it be the Trump effect?
Oct 21
•
David Rosenberg
Share this post
Stock Market Rallies Further Absent Any Positive EPS Revision Momentum
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
China's Sales/Production Data And PBOC Measures Spark A Renewed Risk-On Rally
Better-than-expected data in China and PBOC stimulus boost investor sentiment to end the week
Oct 18
•
David Rosenberg
1
Share this post
China's Sales/Production Data And PBOC Measures Spark A Renewed Risk-On Rally
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
Price pressures recede
Price pressures are easing across a wide swath of data — good news for bonds
Oct 17
•
David Rosenberg
Share this post
Price pressures recede
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
Below-Consensus Inflation News Out of the U.K. and New Zealand Spark a Bond Rally
Highlights
Oct 16
•
David Rosenberg
Share this post
Below-Consensus Inflation News Out of the U.K. and New Zealand Spark a Bond Rally
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
China Details Its Economic Relief Plan But Doubts Linger On Whether It Will Be Enough?
China's stimulus plans do not address the country's structural problems…
Oct 15
•
David Rosenberg
Share this post
China Details Its Economic Relief Plan But Doubts Linger On Whether It Will Be Enough?
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
A Government-Run U.S. Economy
Government job surge masks private sector malaise in the employment data
Oct 11
•
David Rosenberg
Share this post
A Government-Run U.S. Economy
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
A Bull Market In Cocooning
Americans spend more time at home — bullish for anything related to home comfort
Oct 10
•
David Rosenberg
1
Share this post
A Bull Market In Cocooning
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
More On Why We Think Payrolls Were A Head-Fake
Highlights
Oct 9
•
David Rosenberg
Share this post
More On Why We Think Payrolls Were A Head-Fake
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
How Do You Say “Nothing Burger” in Mandarin?
China disappoints investors with no new fiscal stimulus plans
Oct 8
•
David Rosenberg
Share this post
How Do You Say “Nothing Burger” in Mandarin?
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
Treasuries move from overbought to oversold
Treasury market reprices post-NFP, overshooting the Fed in the process
Oct 7
•
David Rosenberg
1
Share this post
Treasuries move from overbought to oversold
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
The ISMs Job Indices Point To A Downside NFP Surprise
This is the second lowest reading since June 2020
Oct 4
•
David Rosenberg
Share this post
The ISMs Job Indices Point To A Downside NFP Surprise
www.earlymorningwithdave.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts