Subscribe
Sign in
Home
Free Trial
Archive
About
Latest
Top
Discussions
A Market Carried by Capex, Chips, and Crowding
A softer dollar and strong profits are helping markets look through the oil shock, but the setup increasingly depends on consumers absorbing the pain.
9 hrs ago
•
David Rosenberg
6
April 2026
Oil Prices Jump as Hopes of Any “Off Ramp” Have Been Totally Decimated
Brace for a $170 per barrel oil price peak.
Apr 30
•
David Rosenberg
3
Bracing For a Prolonged US-Iran Conflict
Ring the bell: four of the Mag Seven report after the market closes.
Apr 29
•
David Rosenberg
8
Big Rally in Big Tech Takes a Breather
Some troubling consumer data points.
Apr 28
•
David Rosenberg
5
Back to an AI-Driven Market as Investors Move On From the Iran Conflict
As the AI trade rips, losses pile up in the market for private credit and bond spreads are widening sharply.
Apr 27
•
David Rosenberg
7
A Chip Rip
Oil investors brace for a prolonged war as the U.S. and Iran continue to flex their muscles while holding up any talks.
Apr 24
•
David Rosenberg
9
Markets Look Past the Risk… For Now
Global equities retreat after yesterday’s bounce, as we await another key earnings day.
Apr 23
•
David Rosenberg
10
Markets Cling to a Slippery Off-Ramp
U.S. earnings in focus as geopolitical signals remain mixed and foggy.
Apr 22
•
David Rosenberg
11
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
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
