Early Morning with Dave

Early Morning with Dave

Home
Free Trial
Archive
About
Markets Ignore Waller's Very Dovish Musings
Markets shrug off comments about future rate cuts
Aug 29 • 
David Rosenberg
8

Share this post

Early Morning with Dave
Early Morning with Dave
Markets Ignore Waller's Very Dovish Musings
Equity Markets Shrug Off Nvidia's Disappointing Sales Guidance
Nvidia softens revenue guidance, even as the AI capex boom is poised to accelerate
Aug 28 • 
David Rosenberg
1

Share this post

Early Morning with Dave
Early Morning with Dave
Equity Markets Shrug Off Nvidia's Disappointing Sales Guidance
All Quiet Ahead of Nvidia
Nvidia’s earnings today will be a key indicator of AI capex strength
Aug 27 • 
David Rosenberg
6

Share this post

Early Morning with Dave
Early Morning with Dave
All Quiet Ahead of Nvidia
Political Turmoil in France; Trade Tensions Resurface; President Trump Moves to Fire Lisa Cook
Trump firing of a Fed Governor unsettles Treasuries
Aug 26 • 
David Rosenberg
6

Share this post

Early Morning with Dave
Early Morning with Dave
Political Turmoil in France; Trade Tensions Resurface; President Trump Moves to Fire Lisa Cook
We Could Be Two-to-Three Months Away from Seeing Nonfarm Payrolls Contract
Full policy commitment keeps stock valuation fears at bay
Aug 25 • 
David Rosenberg
9

Share this post

Early Morning with Dave
Early Morning with Dave
We Could Be Two-to-Three Months Away from Seeing Nonfarm Payrolls Contract
Will Powell Blink or Dig In?
Markets are flat, awaiting hints from Powell’s speech
Aug 22 • 
David Rosenberg
6

Share this post

Early Morning with Dave
Early Morning with Dave
Will Powell Blink or Dig In?
Eying a Near-Term Correction in Equities and Rally in Bonds (Question is One of Durability for Each)
A near-term equity market correction and a bond rally are underway
Aug 21 • 
David Rosenberg
5

Share this post

Early Morning with Dave
Early Morning with Dave
Eying a Near-Term Correction in Equities and Rally in Bonds (Question is One of Durability for Each)
RBNZ Cuts Rates and Offers Dovish Guidance –and The Long End of the Bond Market Rallies!
New Zealand’s long-term yields sink and currency declines on dovish guidance
Aug 20 • 
David Rosenberg
6

Share this post

Early Morning with Dave
Early Morning with Dave
RBNZ Cuts Rates and Offers Dovish Guidance –and The Long End of the Bond Market Rallies!
Trade-Weighted Dollar Index Breaks Below Long-Term Support
Trade-weighted dollar index is in a secular bear market
Aug 19 • 
David Rosenberg
8

Share this post

Early Morning with Dave
Early Morning with Dave
Trade-Weighted Dollar Index Breaks Below Long-Term Support
All Eyes on Jackson Hole This Week (Especially Powell at 10 a.m. On Friday)
Jackson Hole takes center stage as markets seek policy signals
Aug 18 • 
David Rosenberg
3

Share this post

Early Morning with Dave
Early Morning with Dave
All Eyes on Jackson Hole This Week (Especially Powell at 10 a.m. On Friday)
Japanese and Chinese Economies Move in Opposite Directions
Japan’s economy shows signs of further strength
Aug 15 • 
David Rosenberg
1

Share this post

Early Morning with Dave
Early Morning with Dave
Japanese and Chinese Economies Move in Opposite Directions
Scott Bessent Weighs in on BoJ Policy, Sending Both JGB Yields and the Yen Higher
Treasury Secretary pressures Fed to cut and BoJ to hike
Aug 14 • 
David Rosenberg
6

Share this post

Early Morning with Dave
Early Morning with Dave
Scott Bessent Weighs in on BoJ Policy, Sending Both JGB Yields and the Yen Higher
© 2025 Rosenberg Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share