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The K-Shaped Economy Broadens Out Beyond the Consumer Space
Divergences are growing throughout the economy, as Tech concentration and industrial production leave the other sectors behind.
Dec 5
•
David Rosenberg
5
Bonds Fail to Gain Ground on Heightened Fed rate Cut Views
Behind the market’s upbeat tone, a heavy dose of caution lingers in consumer behavior and global fixed-income sentiment.
Dec 4
•
David Rosenberg
Santa Rally Stages a (Tentative) Revival
Global markets show mixed signals as U.S. growth diverges, consumer stress rises, and Real Estate hints at a recovery.
Dec 3
•
David Rosenberg
3
Equities, Bonds and Crypto Stabilize After Yesterday's Drubbing
December opens with risk aversion, crypto unravels, silver spikes, and bonds wobble as risk sentiment sours.
Dec 2
•
David Rosenberg
4
1
Getting Closer to a BoJ Rate Hike
The BoJ’s Ueda gives his strongest hint of a rate hike yet.
Dec 1
•
David Rosenberg
11
November 2025
Beige Book Reveals a Sagging Low- and Middle-End Consumer
Global markets sit mostly flat in a thin holiday trade while the Beige Book flags a recessionary labor market and a frugal consumer.
Nov 28
•
David Rosenberg
8
Aussie and Kiwi Emerge as FX Darlings on Revised Central Bank Views
Into the Thanksgiving lull, investors are pricing in a December Fed cut and edging back into risk.
Nov 27
•
David Rosenberg
4
All the Hallmarks of a Major Market Top
Strange market action and heightened volatility recall past bubble peaks.
Nov 26
•
David Rosenberg
7
Alphabet Nipping at Nvidia's Heels
Markets enjoyed a broad rally while political uncertainty and growing stress in leveraged loans threaten to heighten volatility.
Nov 25
•
David Rosenberg
8
Brace for More Volatility on a Holiday-Shortened/Thin-Liquidity Week
We’ll get new (but stale) data on Tuesday in a short Thanksgiving week.
Nov 24
•
David Rosenberg
10
Technicals Are Taking Over Now That 6,550 support for the S&P 500 Was Violated
Bitcoin’s crash, AI-chip whiplash, and tightening credit are now singing the same tune: the risk-on party is over.
Nov 21
•
David Rosenberg
2
Nvidia Results Breathe Life Back Into the AI Trade -- But Make No Mistake, This Is Still a Major Price Bubble
Nvidia sparks a broader rally with strong revenue and earnings — but its hyperscaler customers are the ones to worry about.
Nov 20
•
David Rosenberg
7
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