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The Impressive Nasdaq-S&P 500 Winning Streak Continues
U.S. equity markets reverse more than 100% of the wartime loss but financial conditions have only retraced 68% of their tightening move
3 hrs ago
•
David Rosenberg
9
Heard of Allbirds? You will now!
Markets are discounting something more than just the end of the war.
Apr 16
•
David Rosenberg
13
Risk-on Markets Have Priced in the War’s End - What Next?
Investors are looking across the valley.
Apr 15
•
David Rosenberg
14
Investors See a Light at the End of the War’s Tunnel
A headline-driven market believes this war is about to end.
Apr 14
•
David Rosenberg
8
Not Exactly Peace in Our Time
The de-escalation trade shifts into reverse.
Apr 13
•
David Rosenberg
14
Investors Focus on Talks but Not on the Ongoing Closure of Hormuz
China is the only economy not to experience an inflation spike.
Apr 10
•
David Rosenberg
14
1
Every Day Is an Adventure When It Comes to the Middle East
Ceasefire — yes, Hormuz deal — no.
Apr 9
•
David Rosenberg
14
2
Reprieve = Relief Rally
Did Trump cave or is he just buying time?
Apr 8
•
David Rosenberg
12
Markets Believe in a Trump Reprieve
Countdown to 8:00 p.m. — investors are betting on a reprieve
Apr 7
•
David Rosenberg
9
Trump’s Weekend Threats Followed by Renewed Diplomatic Hopes
From a 10-day deadline to a 45-day truce?
Apr 6
•
David Rosenberg
10
Markets Remain Volatile and Gloomy, But Not Panicked
Fear, Hope, Repeat. More Volatility Ahead.
Apr 2
•
David Rosenberg
11
A Hope-Based Stock Market Rally Takes Hold
Markets see a light at the end of this dark tunnel.
Apr 1
•
David Rosenberg
14
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