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Markets Ignore Waller's Very Dovish Musings
Markets shrug off comments about future rate cuts
Aug 29
•
David Rosenberg
8
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Markets Ignore Waller's Very Dovish Musings
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Equity Markets Shrug Off Nvidia's Disappointing Sales Guidance
Nvidia softens revenue guidance, even as the AI capex boom is poised to accelerate
Aug 28
•
David Rosenberg
1
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Equity Markets Shrug Off Nvidia's Disappointing Sales Guidance
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All Quiet Ahead of Nvidia
Nvidia’s earnings today will be a key indicator of AI capex strength
Aug 27
•
David Rosenberg
6
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All Quiet Ahead of Nvidia
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Political Turmoil in France; Trade Tensions Resurface; President Trump Moves to Fire Lisa Cook
Trump firing of a Fed Governor unsettles Treasuries
Aug 26
•
David Rosenberg
6
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Political Turmoil in France; Trade Tensions Resurface; President Trump Moves to Fire Lisa Cook
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We Could Be Two-to-Three Months Away from Seeing Nonfarm Payrolls Contract
Full policy commitment keeps stock valuation fears at bay
Aug 25
•
David Rosenberg
9
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We Could Be Two-to-Three Months Away from Seeing Nonfarm Payrolls Contract
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Will Powell Blink or Dig In?
Markets are flat, awaiting hints from Powell’s speech
Aug 22
•
David Rosenberg
6
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Will Powell Blink or Dig In?
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Eying a Near-Term Correction in Equities and Rally in Bonds (Question is One of Durability for Each)
A near-term equity market correction and a bond rally are underway
Aug 21
•
David Rosenberg
5
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Eying a Near-Term Correction in Equities and Rally in Bonds (Question is One of Durability for Each)
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RBNZ Cuts Rates and Offers Dovish Guidance –and The Long End of the Bond Market Rallies!
New Zealand’s long-term yields sink and currency declines on dovish guidance
Aug 20
•
David Rosenberg
6
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RBNZ Cuts Rates and Offers Dovish Guidance –and The Long End of the Bond Market Rallies!
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Trade-Weighted Dollar Index Breaks Below Long-Term Support
Trade-weighted dollar index is in a secular bear market
Aug 19
•
David Rosenberg
8
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Trade-Weighted Dollar Index Breaks Below Long-Term Support
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All Eyes on Jackson Hole This Week (Especially Powell at 10 a.m. On Friday)
Jackson Hole takes center stage as markets seek policy signals
Aug 18
•
David Rosenberg
3
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All Eyes on Jackson Hole This Week (Especially Powell at 10 a.m. On Friday)
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Japanese and Chinese Economies Move in Opposite Directions
Japan’s economy shows signs of further strength
Aug 15
•
David Rosenberg
1
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Japanese and Chinese Economies Move in Opposite Directions
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Scott Bessent Weighs in on BoJ Policy, Sending Both JGB Yields and the Yen Higher
Treasury Secretary pressures Fed to cut and BoJ to hike
Aug 14
•
David Rosenberg
6
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Scott Bessent Weighs in on BoJ Policy, Sending Both JGB Yields and the Yen Higher
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