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Europe Has More Leverage Than Commonly Portrayed
The DXY dollar index is heading for its worst week since last June, while gold is enjoying its best week since March 2020.
Jan 23
•
David Rosenberg
3
The TACO Trade Stages a Revival With a "Framework of a Future Deal"
Did we just witness another version of the April 2nd Liberation Day reversal?
Jan 22
•
David Rosenberg
11
1
Investor Jitters Ease After Yesterday’s Market Debacle
Big “events” day ahead with the Supreme Court hearing on the Cook file and the Trump address in Davos.
Jan 21
•
David Rosenberg
9
The “Fire Sale” of Risk-On Assets Continues Unabated on Escalating US-Europe Trade Tensions
Geopolitical tensions and Japan’s bond yields send shockwaves to fuel the global risk-off trade, but bluff bets also remain.
Jan 20
•
David Rosenberg
5
Tariff War Over Greenland Triggers a Renewed Risk-off Trade
Greenland and tariffs take center stage, triggering a flight out of the risk-on trade and back to the safe havens.
Jan 19
•
David Rosenberg
8
Cheap Credit and Tech Enthusiasm Power the Rotation Trade
Small caps melt up as the K-shaped cycle sustains cheap financing and strong profit growth.
Jan 16
•
David Rosenberg
7
Trump’s Dovish Turn on Iran Rhetoric Sends Oil Sharply Lower
From Iran super-hawk to semi-dove in 24 hours, President Trump gives the oil market whiplash.
Jan 15
•
David Rosenberg
3
U.S. Futures Falter and Precious Metals Soar Further on Rising Geopolitical Tensions
Trump's latest attack on the Fed and myriad of populist polices receive a “thumbs down” for equities and a “thumbs up” for gold and silver.
Jan 14
•
David Rosenberg
3
The Takaichi Trade Is Back on the Radar Screen - The Nikkei Surges and JGB Yields Pop
The re-emergence of the Takaichi trade pushes the DOJ criminal probe of the Fed off the front pages.
Jan 13
•
David Rosenberg
9
1
The DOJ (Very Likely with a White House Nod) Ups the Ante on the Fed File and U.S. Markets Respond Negatively
DOJ subpoena on the Fed met with a “thumbs down” by investors, though gold and silver love the heightened risks.
Jan 12
•
David Rosenberg
3
Geopolitics and Commodities Briefly Take a Back Seat as Payrolls Loom
Abundant liquidity still underpins risk appetite, but widening economic and political cracks will test the market’s complacency.
Jan 9
•
David Rosenberg
5
Geopolitical Whiplash from Caracas to Tokyo
The “Donroe Doctrine” is a strange fit for a global oil supply glut
Jan 8
•
David Rosenberg
2
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