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Israeli Surgical Air Strikes on Iran Sends Oil Prices Sharply Higher and the Risk-On Trade to the Back Burner
Stocks fall and oil rises as Israel-Iran tension turns into action
Jun 13
•
David Rosenberg
2
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Israeli Surgical Air Strikes on Iran Sends Oil Prices Sharply Higher and the Risk-On Trade to the Back Burner
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Geopolitical and Trade Concerns Flare Up and Undercut the Risk-On Rally
Global stocks weaken as geopolitical concerns weigh in
Jun 12
•
David Rosenberg
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Geopolitical and Trade Concerns Flare Up and Undercut the Risk-On Rally
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The USA and China Reach a Detente While the World Bank Cuts Its GDP Forecast
Chips for minerals deal keeps the U.S.-China trade truce alive
Jun 11
•
David Rosenberg
2
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The USA and China Reach a Detente While the World Bank Cuts Its GDP Forecast
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Samarium Holds the Key in the US-China Trade Talks
Chip stocks have rallied as U.S. eyes export control swap with China
Jun 10
•
David Rosenberg
2
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Samarium Holds the Key in the US-China Trade Talks
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Not a Buyer of the 'Solid' Payroll Data Narrative
The payroll report was more bearish than markets seem to think
Jun 9
•
David Rosenberg
1
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Not a Buyer of the 'Solid' Payroll Data Narrative
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President Trump Works the Phones, From Xi Jinping to Elon Musk ... And the Markets Love It!
Markets swing on “very good” phone calls
Jun 6
•
David Rosenberg
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President Trump Works the Phones, From Xi Jinping to Elon Musk ... And the Markets Love It!
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What It Means When Millionaires Flock to the Discount Stores
High-end consumer discretionary spending is under pressure
Jun 5
•
David Rosenberg
1
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What It Means When Millionaires Flock to the Discount Stores
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Global Stocks Jump To A New Record High
Rotation out of U.S. markets has fueled a boom in international equities
Jun 4
•
David Rosenberg
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Global Stocks Jump To A New Record High
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OECD Brings a Knife to the Table as Americans Shift to Eating More at Home
The OECD slashed their U.S. GDP growth forecast again…
Jun 3
•
David Rosenberg
3
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OECD Brings a Knife to the Table as Americans Shift to Eating More at Home
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Risk-Off Trades Back on the Front Burner
Trump’s steel and aluminum tariff hike puts risk assets back in the red…
Jun 2
•
David Rosenberg
1
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Risk-Off Trades Back on the Front Burner
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May 2025
In a Year That Has Been So Improbable, the Impossible Has Happened!
A new layer of uncertainty is added to global trade and the economy
May 30
•
David Rosenberg
6
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In a Year That Has Been So Improbable, the Impossible Has Happened!
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Here Comes the Judge: U.S. Trade Court Shoots Down the Trump Tariffs
Risk on sentiment surges as court blocks Trump’s tariffs…
May 29
•
David Rosenberg
2
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Here Comes the Judge: U.S. Trade Court Shoots Down the Trump Tariffs
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