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Markets Cling to a Slippery Off-Ramp
U.S. earnings in focus as geopolitical signals remain mixed and foggy.
4 hrs ago
•
David Rosenberg
9
Investors Still Bracing for a Diplomatic Breakthrough
The Fog of Peace
Apr 21
•
David Rosenberg
11
Tell Me Lies, Tell Me Sweet Little Lies
Investors wake up to a chaotic weekend in the U.S.-Iran conflict
Apr 20
•
David Rosenberg
14
1
The Impressive Nasdaq-S&P 500 Winning Streak Continues
U.S. equity markets reverse more than 100% of the wartime loss but financial conditions have only retraced 68% of their tightening move
Apr 17
•
David Rosenberg
10
Heard of Allbirds? You will now!
Markets are discounting something more than just the end of the war.
Apr 16
•
David Rosenberg
14
Risk-on Markets Have Priced in the War’s End - What Next?
Investors are looking across the valley.
Apr 15
•
David Rosenberg
14
Investors See a Light at the End of the War’s Tunnel
A headline-driven market believes this war is about to end.
Apr 14
•
David Rosenberg
8
Not Exactly Peace in Our Time
The de-escalation trade shifts into reverse.
Apr 13
•
David Rosenberg
14
Investors Focus on Talks but Not on the Ongoing Closure of Hormuz
China is the only economy not to experience an inflation spike.
Apr 10
•
David Rosenberg
14
1
Every Day Is an Adventure When It Comes to the Middle East
Ceasefire — yes, Hormuz deal — no.
Apr 9
•
David Rosenberg
14
2
Reprieve = Relief Rally
Did Trump cave or is he just buying time?
Apr 8
•
David Rosenberg
12
Markets Believe in a Trump Reprieve
Countdown to 8:00 p.m. — investors are betting on a reprieve
Apr 7
•
David Rosenberg
9
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