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Early Morning with Dave
An “Everything Rally” Despite Relentless U.S. Dollar Strength
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An “Everything Rally” Despite Relentless U.S. Dollar Strength

The S&P 500 added +0.7% but did so on lower volume, which means conviction was weak

David Rosenberg's avatar
David Rosenberg
Apr 12, 2024
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Early Morning with Dave
Early Morning with Dave
An “Everything Rally” Despite Relentless U.S. Dollar Strength
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Highlights

  • Chinese economy continues to slump (and to export deflation)

  • Don’t get deked by light initial claims data

  • Expanding aggregate supply signals disinflation ahead

  • How to position in Financials as earnings season kicks off

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