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Early Morning with Dave
A Reprieve for Oversold Stock and Bond Markets
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A Reprieve for Oversold Stock and Bond Markets

Equities and bonds take a breather after dual selloffs

David Rosenberg's avatar
David Rosenberg
Jan 14, 2025
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Early Morning with Dave
Early Morning with Dave
A Reprieve for Oversold Stock and Bond Markets
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Highlights

• Equities and bonds take a breather after dual selloffs

• Despite rate cuts, financial conditions have tightened via rising bond yields and the U.S dollar

• The Fed has now become “Trump-dependent”

• Only the U.S. market is in a classic price bubble

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