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Rapid S&P 500 Valuation Surge is a 4-Sigma Event in the Making
S&P 500 on the brink of an all-time high after a 4-sigma move in valuations
Jun 27
•
David Rosenberg
1
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Rapid S&P 500 Valuation Surge is a 4-Sigma Event in the Making
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Perky Palladium and Platinum
Markets display weak internals beneath Tech’s strength
Jun 26
•
David Rosenberg
1
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Perky Palladium and Platinum
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Technical Picture for the Stock Market Improves Even as Valuations Become More Stretched
Equities rally on Trump headlines, straying further from fundamentals
Jun 25
•
David Rosenberg
3
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Technical Picture for the Stock Market Improves Even as Valuations Become More Stretched
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Trump-Induced Cease-Fire Takes Global Stock Markets Up and Oil Prices Down
The risk-on trade resumes following a Trump-led truce
Jun 24
•
David Rosenberg
2
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Trump-Induced Cease-Fire Takes Global Stock Markets Up and Oil Prices Down
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Muted Market Response So Far to the Newest Chapter in the Iran Conflict (Including Oil)
Markets unfazed despite escalating geopolitical tension…
Jun 23
•
David Rosenberg
1
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Muted Market Response So Far to the Newest Chapter in the Iran Conflict (Including Oil)
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BoJ Rate Hikes in Focus as Japan's Core CPI Hits 2-Year High
BoJ rate hikes may happen sooner than expected, boosting the yen
Jun 20
•
David Rosenberg
3
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BoJ Rate Hikes in Focus as Japan's Core CPI Hits 2-Year High
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Markets Watchful as Mideast Heat Intensifies
The temperature is rapidly rising in the Middle East
Jun 19
•
David Rosenberg
2
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Markets Watchful as Mideast Heat Intensifies
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Oil Rally Hits a Wall on Fresh IEA Supply-Demand Forecasts
Oil supply growth constrains the price risk from Israel-Iran strikes
Jun 18
•
David Rosenberg
2
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Oil Rally Hits a Wall on Fresh IEA Supply-Demand Forecasts
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From a "Deal" to "Evacuate" in Less than 24 Hours
A sharp turn from “deal” to “evacuate” in the Middle East
Jun 17
•
David Rosenberg
4
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From a "Deal" to "Evacuate" in Less than 24 Hours
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Israel and Iran Both Dig in ... But Global Equities (And the Tel Aviv 125) See Something They Like
Global equities do not worry about geopolitics or the oil price so far
Jun 16
•
David Rosenberg
1
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Israel and Iran Both Dig in ... But Global Equities (And the Tel Aviv 125) See Something They Like
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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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Early Morning with Dave
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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