Early Morning with Dave

Early Morning with Dave

China Prepares For a Fiscal Boost, But Asian Equities Still Take a Dive

There is a sea of red across nearly all of Asia

David Rosenberg's avatar
David Rosenberg
Jan 16, 2024
∙ Paid
3
Share

Highlights

  • Swift EPS downgrades are pushing P/E multiples even higher 

  • China’s proposed big fiscal package fails to lift broader regional equity markets 

  • The U.S. data point to a stagnation in December’s real GDP 

  • Has the recession already started? 

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 your SubstackGet the app
Substack is the home for great culture