Archive - Early Morning with Dave

Starmer Stumbles, Sterling Sags

Emerging signs of a market top

15 hrs ago • David Rosenberg

IPO and SPAC Craze Have the Makings of a Market Top

Oil prices reverse 80% of the wartime run-up, and gold sentiment indicators go from 100 in January to 0 today

Jun 19 • David Rosenberg

Trump Does a Deal with the Devil... and Investors Love It!

Warsh did cut! The words, guidance, and his time on stage.

Jun 18 • David Rosenberg

Kevin Warsh’s First Meeting — and First Test

Today's Fed meeting will shed light on the response to the energy shock — even as oil prices recede ahead of Friday’s expected peace deal.

Jun 17 • David Rosenberg

The U.S.-Iran Deal Best Described as a Hobson's Choice

There has been NO spillover of the energy price shock into inflation expectations -- something for the Fed to consider.

Jun 16 • David Rosenberg

President Trump Celebrates His 80th With One Fight Starting on the White House Lawn, Another One Ending in the Middle East

SpaceX euphoria followed by a peace-deal relief rally

Jun 15 • David Rosenberg

Peace Hopes Spark a Global Rally

Oil prices tumble toward four-week lows as details of a peace deal emerge.

Jun 12 • David Rosenberg

More, More, More, How Do You Like It (in Reference to SpaceX)?

A beauty contest emerges in AI capex spending announcements.

Jun 11 • David Rosenberg

Suddenly, the Stock Market Is at a Crossroads

Market correlations are reversing course.

Jun 10 • David Rosenberg

Chips Rebound as Markets Brace for Mega IPOs

Dip-buying remains strong in global equities, but the coming flood of share issuance suggests the market is increasingly attractive to issuers, not just…

Jun 9 • David Rosenberg

Renewed Iran-Israel Hostilities Send the Oil Price Back Up and Keep the Risk-Off Trade Intact

Renewed Mideast tensions prompt an added investment headache.

Jun 8 • David Rosenberg

IPO Frenzy Another Signpost of a Market Bubble Getting More Bubbly

What does it mean for the consumer backdrop when we stop drinking Jack Daniel's and donning Lululemon leggings?

Jun 5 • David Rosenberg

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