Archive - Early Morning with Dave

Markets Remain Volatile and Gloomy, But Not Panicked

Fear, Hope, Repeat. More Volatility Ahead.

Apr 2 • David Rosenberg

A Hope-Based Stock Market Rally Takes Hold

Markets see a light at the end of this dark tunnel.

Apr 1 • David Rosenberg

March 2026

War... And Peace? Markets Respond to Headline News That the Conflict Is About to End.

Is the latest Trump peace initiative for real or a ruse?

Mar 31 • David Rosenberg

Aluminum Prices Join Oil on an Upward Trajectory as War Enters Fifth Week

As the war escalates, global recession risks rise

Mar 30 • David Rosenberg

Nasdaq and Russell 2000 Enter Correction Territory; S&P 500 Breaks Down to Six-Month Lows

Market sentiment is still far from washed out despite the Nasdaq and Russell 2000 entering correction terrain.

Mar 27 • David Rosenberg

Global Markets Undergo a Reality Check

Iran stomps on Trump's olive branch... Kharg Island is now in sight.

Mar 26 • David Rosenberg

Markets Buy into Trump's 15-Point Plan -- Iran Does Not

As Trump Dishes Out Carrots, Iran Serves More Drone and Missile Attacks

Mar 25 • David Rosenberg

What Happens After the Five Days Are Up?

President Trump may well just be buying some time — as the marines make their way to the Gulf

Mar 24 • David Rosenberg

There Is No Investment Playbook for This War

Markets turn around on the TACO social media posting… will it last?

Mar 23 • David Rosenberg

Markets Squeezed by Energy Prices and Hawkish Central Banks

Bond yields rise globally as the U.S. steps up efforts to reopen the Strait of Hormuz.

Mar 20 • David Rosenberg

War Enters a New and More Dangerous Phase

We are down to just two places for investors to hide beyond oil and cash: a barbell of clean transition energy and coal.

Mar 19 • David Rosenberg

A Capped DXY and Slippage in WTI Help Global Equities to a Three-Day Stretch of Gains

The bond market finds its legs as our survey-based GDP model flags a second quarter of a "1-handle" for real U.S. growth

Mar 18 • David Rosenberg

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