Early Morning with Dave

Early Morning with Dave

Eating In Is In

While eating out is out

David Rosenberg's avatar
David Rosenberg
Mar 14, 2024
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Highlights

• All eyes are on today’s retail sales and PPI data

• Excessive bullish sentiment joins lofty valuations as prime equity market concerns

• February’s CPI was all about imputed guesswork

• The Beige Book doesn’t paint a strong consumer picture

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