Subscribe
Sign in
Home
Free Trial
Archive
About
Latest
Top
Discussions
Bonds on Tenterhooks Ahead of the CPI Data
Today's CPI data will serve as a test for the bond market
12 hrs ago
•
David Rosenberg
Share this post
Early Morning with Dave
Bonds on Tenterhooks Ahead of the CPI Data
Copy link
Facebook
Email
Notes
More
Gold Keeps Shining on Ever-Expanding ETF and Chinese Buying Activity
Gold sets another record high and is a hair's breadth away from $3,000
Feb 11
•
David Rosenberg
1
Share this post
Early Morning with Dave
Gold Keeps Shining on Ever-Expanding ETF and Chinese Buying Activity
Copy link
Facebook
Email
Notes
More
Mr. Powell Goes to Washington
All eyes on Powell's congressional testimony this week
Feb 10
•
David Rosenberg
2
Share this post
Early Morning with Dave
Mr. Powell Goes to Washington
Copy link
Facebook
Email
Notes
More
Japanese (Up) and German (Down) Economies Head in Opposite Directions
Fortunes diverge for the yen (bullish) and euro (bearish)
Feb 7
•
David Rosenberg
3
Share this post
Early Morning with Dave
Japanese (Up) and German (Down) Economies Head in Opposite Directions
Copy link
Facebook
Email
Notes
More
Bond-Bullion Barbell is Back in Vogue
Gold is in a secular bull run — outperforming the S&P 500 by +530 percentage points since 2000
Feb 6
•
David Rosenberg
3
Share this post
Early Morning with Dave
Bond-Bullion Barbell is Back in Vogue
Copy link
Facebook
Email
Notes
More
Gold’s Run-Up Has Doubled the S&P 500 in the Past Year!
Gold soars on uncertainty and a dollar retreat
Feb 5
•
David Rosenberg
3
Share this post
Early Morning with Dave
Gold’s Run-Up Has Doubled the S&P 500 in the Past Year!
Copy link
Facebook
Email
Notes
More
Unlike Canada and Mexico, China Strikes Back
Tariffs on China are real while the others were fake
Feb 4
•
David Rosenberg
8
Share this post
Early Morning with Dave
Unlike Canada and Mexico, China Strikes Back
Copy link
Facebook
Email
Notes
More
Welcome to the Imperfect Storm
Investors see the trade war as an economic contraction
Feb 3
•
David Rosenberg
3
Share this post
Early Morning with Dave
Welcome to the Imperfect Storm
Copy link
Facebook
Email
Notes
More
January 2025
The Trump Tariff: Will He or Won’t He? We’ll Know Tomorrow
Keep an eye on the peso and loonie as Trump’s tariff deadline looms
Jan 31
•
David Rosenberg
3
Share this post
Early Morning with Dave
The Trump Tariff: Will He or Won’t He? We’ll Know Tomorrow
Copy link
Facebook
Email
Notes
More
Powell Doesn't See It, but U.S. Employment Is Actually Shrinking
Employment contracted in 2024Q2, contrary to what NFP showed
Jan 30
•
David Rosenberg
1
Share this post
Early Morning with Dave
Powell Doesn't See It, but U.S. Employment Is Actually Shrinking
Copy link
Facebook
Email
Notes
More
The “No Buy 2025” Frugality Theme Is Taking Hold (And Disinflationary!)
Social media's “No Buy” trend is yet another signpost of consumer frugality
Jan 29
•
David Rosenberg
3
Share this post
Early Morning with Dave
The “No Buy 2025” Frugality Theme Is Taking Hold (And Disinflationary!)
Copy link
Facebook
Email
Notes
More
U.S. Dollar Spikes on Fresh Trump Tariff Comments
The dollar quickly regains strength as Trump re-equips his tariff threats
Jan 28
•
David Rosenberg
1
Share this post
Early Morning with Dave
U.S. Dollar Spikes on Fresh Trump Tariff Comments
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts