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Investors See a Light at the End of the War’s Tunnel
A headline-driven market believes this war is about to end.
3 hrs ago
•
David Rosenberg
7
Not Exactly Peace in Our Time
The de-escalation trade shifts into reverse.
Apr 13
•
David Rosenberg
14
Investors Focus on Talks but Not on the Ongoing Closure of Hormuz
China is the only economy not to experience an inflation spike.
Apr 10
•
David Rosenberg
14
1
Every Day Is an Adventure When It Comes to the Middle East
Ceasefire — yes, Hormuz deal — no.
Apr 9
•
David Rosenberg
14
2
Reprieve = Relief Rally
Did Trump cave or is he just buying time?
Apr 8
•
David Rosenberg
12
Markets Believe in a Trump Reprieve
Countdown to 8:00 p.m. — investors are betting on a reprieve
Apr 7
•
David Rosenberg
9
Trump’s Weekend Threats Followed by Renewed Diplomatic Hopes
From a 10-day deadline to a 45-day truce?
Apr 6
•
David Rosenberg
10
Markets Remain Volatile and Gloomy, But Not Panicked
Fear, Hope, Repeat. More Volatility Ahead.
Apr 2
•
David Rosenberg
11
A Hope-Based Stock Market Rally Takes Hold
Markets see a light at the end of this dark tunnel.
Apr 1
•
David Rosenberg
14
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
10
1
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
10
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
13
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