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A Chip Rip
Oil investors brace for a prolonged war as the U.S. and Iran continue to flex their muscles while holding up any talks.
 • David Rosenberg
Markets Look Past the Risk… For Now
Global equities retreat after yesterday’s bounce, as we await another key earnings day.
 • David Rosenberg
Markets Cling to a Slippery Off-Ramp
U.S. earnings in focus as geopolitical signals remain mixed and foggy.
 • David Rosenberg
Investors Still Bracing for a Diplomatic Breakthrough
The Fog of Peace
 • David Rosenberg
Tell Me Lies, Tell Me Sweet Little Lies
Investors wake up to a chaotic weekend in the U.S.-Iran conflict
 • David Rosenberg
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
 • David Rosenberg
Heard of Allbirds? You will now!
Markets are discounting something more than just the end of the war.
 • David Rosenberg
Risk-on Markets Have Priced in the War’s End - What Next?
Investors are looking across the valley.
 • David Rosenberg
Investors See a Light at the End of the War’s Tunnel
A headline-driven market believes this war is about to end.
 • David Rosenberg
Not Exactly Peace in Our Time
The de-escalation trade shifts into reverse.
 • David Rosenberg
Investors Focus on Talks but Not on the Ongoing Closure of Hormuz
China is the only economy not to experience an inflation spike.
 • David Rosenberg
Every Day Is an Adventure When It Comes to the Middle East
Ceasefire — yes, Hormuz deal — no.
 • David Rosenberg
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