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Trade Deal Optimism Shifts from China to the U.K.
U.K. deal hope keeps sentiment high
19 hrs ago
•
David Rosenberg
1
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Trade Deal Optimism Shifts from China to the U.K.
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U.S.-China Trade Talks Boost Investor Optimism
Trade talks and PBOC easing refuel a risk-on trade
May 7
•
David Rosenberg
2
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U.S.-China Trade Talks Boost Investor Optimism
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Will Mr. Market Be “Selling the News” on Any Trade Deal?
Investors’ bets on successful trade deals may be misplaced
May 6
•
David Rosenberg
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Will Mr. Market Be “Selling the News” on Any Trade Deal?
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President Trump’s Tariff View Back on Full Display in Meet the Press Interview
Trump suggests that some foreign tariffs will be permanent
May 5
•
David Rosenberg
3
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President Trump’s Tariff View Back on Full Display in Meet the Press Interview
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China Breaks Its Silence and Investors Celebrate a Looming Thaw
Beijing responds to U.S. overtures, boosting U.S. futures overnight
May 2
•
David Rosenberg
2
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China Breaks Its Silence and Investors Celebrate a Looming Thaw
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Microsoft and Meta Add Reinforcements to the Recent “Risk On” Atmosphere
Strong Tech & Bank earnings reinvigorate investor sentiment
May 1
•
David Rosenberg
3
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Microsoft and Meta Add Reinforcements to the Recent “Risk On” Atmosphere
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April 2025
Good Riddance to the “First Hundred Days”
100 days of market turbulence and economic uncertainty
Apr 30
•
David Rosenberg
4
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Good Riddance to the “First Hundred Days”
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A Worse-Case Outcome for Canada: Liberals Win but in Need of Support Yet Again from the Left-Leaning Opposition Parties
Liberals win a narrow race but need to team up for a majority…
Apr 29
•
David Rosenberg
2
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A Worse-Case Outcome for Canada: Liberals Win but in Need of Support Yet Again from the Left-Leaning Opposition Parties
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Busy Week Ahead for Earnings and Economic Data
Markets brace for a busy week of economic data and earnings
Apr 28
•
David Rosenberg
3
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Busy Week Ahead for Earnings and Economic Data
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A Classic “Zweig Breadth Thrust” Has Just Been Triggered!
Zweig Breadth Thrust signals potential strong market gains…
Apr 25
•
David Rosenberg
4
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A Classic “Zweig Breadth Thrust” Has Just Been Triggered!
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China Closes Its Eyes After Trump Blinks
The Chinese are playing hardball and pushing for a full tariff rollback…
Apr 24
•
David Rosenberg
4
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China Closes Its Eyes After Trump Blinks
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Donald Trump Blinks and Markets Rally
Trump’s new statements lead to an equity rally and gold profit-taking…
Apr 23
•
David Rosenberg
2
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Donald Trump Blinks and Markets Rally
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