Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
BoJ Tightens but Dovish Guidance Wins the Day
Copy link
Facebook
Email
Notes
More

BoJ Tightens but Dovish Guidance Wins the Day

BoJ strikes fine balance between rate hike and dovish guidance

David Rosenberg's avatar
David Rosenberg
Mar 19, 2024
∙ Paid
4

Share this post

Early Morning with Dave
Early Morning with Dave
BoJ Tightens but Dovish Guidance Wins the Day
Copy link
Facebook
Email
Notes
More
Share

Highlights

  • BoJ strikes fine balance between rate hike and dovish guidance

  • Stock prices of credit card issuers defy rising delinquencies

  • Best to wait until Powell takes the podium tomorrow

  • Disinflationary momentum is still intact

Keep reading with a 7-day free trial

Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Rosenberg Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More