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U.S. Equities Have Lost -$2.6 Trillion In Market Value Since Mid-July
Excessive equity valuation concerns remain despite recent losses
23 hrs ago
•
David Rosenberg
3
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U.S. Equities Have Lost -$2.6 Trillion In Market Value Since Mid-July
www.earlymorningwithdave.com
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Pop Goes the Bubble… Mag Seven Enters Correction Mode
Equities get a reality check after being priced for perfection
Jul 25
•
David Rosenberg
2
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Pop Goes the Bubble… Mag Seven Enters Correction Mode
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Earnings Struggle to Match Investor Expectations
Earnings underwhelm a market priced for perfection
Jul 24
•
David Rosenberg
1
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Earnings Struggle to Match Investor Expectations
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Taylor Rule Says the Funds Rate Should Be at 4%... Now!
Expect lower rates ahead as the Fed is way behind the curve
Jul 23
•
David Rosenberg
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Taylor Rule Says the Funds Rate Should Be at 4%... Now!
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Muted Reaction to Joe Biden’s Exit
No perceptible market impact from Biden’s exit
Jul 22
•
David Rosenberg
1
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Muted Reaction to Joe Biden’s Exit
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Sentimental Journey
The price action of the last couple of days notwithstanding, market sentiment measures are off-the-charts exuberant
Jul 19
•
David Rosenberg
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Sentimental Journey
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Value Trade Is Just That... A Trade
The conditions for a sustained “value trade” remain elusive
Jul 18
•
David Rosenberg
4
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Value Trade Is Just That... A Trade
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Bank of Canada Is Way Behind the Curve
BoC policy setting is out of line with economic reality
Jul 17
•
David Rosenberg
3
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Bank of Canada Is Way Behind the Curve
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Inflation Volatility Theme Goes Silent
Stable and low inflation expectations show no uncertainty around future inflation
Jul 16
•
David Rosenberg
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Inflation Volatility Theme Goes Silent
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Value Trade Could Be a Value Trap
Macro fundamentals do not support a sustained rotation into “value” stocks
Jul 15
•
David Rosenberg
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Value Trade Could Be a Value Trap
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Consumer Cracks With No More Snacks
Consumers continue to cut budgets, even when it comes to snacking
Jul 12
•
David Rosenberg
1
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Consumer Cracks With No More Snacks
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Historically Low Correlation Between the S&P 500 and GDP
Equity markets are detaching from economic reality
Jul 11
•
David Rosenberg
1
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Historically Low Correlation Between the S&P 500 and GDP
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