Early Morning with Dave

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Asian Equities Reach Record Highs Despite Weak Chinese Data
New highs in equity markets across Asia, as we enter a busy week with key central bank meetings.
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David Rosenberg
Visions of Lower Rates and a Soft-Landing Economy
Equity investors are imagining multiple rate cuts ahead — but downplaying the growth slowdown risks.
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David Rosenberg
Bullish on Copper, Chile, and ... Tel Aviv!
CPI takes center stage, copper joins gold on our bullish metals list.
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David Rosenberg
Oracle's Booming Order Book Report Gives the Tech Trade an Added Boost
Equities ride the tech wave while U.S. profit growth weakens; Rosie Fund adds Global Health Care.
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David Rosenberg
The Great Anomaly: Homebuilder Stocks Go Boom While Lumber Futures Go Bust
Lumber has turned sharply lower despite Fed rate cut excitement
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David Rosenberg
Job Market Slowdown and Political Uncertainty Abroad Fail to Dent Investor Sentiment
Markets see three rate cuts ahead as equities power forward
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David Rosenberg
Payroll Data to Confirm the Most Sluggish U.S. Labor Market Since the Summer of 2020
Stocks and bonds maintain a positive tone ahead of the payrolls data
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David Rosenberg
Chinese Stocks Sag as Beijing Seems Set to Impose Anti-Speculation Measures
Stocks fall in China as regulators plan to curb leveraged trades
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David Rosenberg
Equity Market "Imbalances" Remain a Worry; Bond Investors Still Shunning Duration Risk
From multiples to margin debt, the equity market is highly unbalanced
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David Rosenberg
Silver Train Is A-Coming; Long Duration Bonds Shaken and Stirred
Silver hits a fourteen-year high…
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David Rosenberg

August 2025

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