Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Equities About to Face Challenging Seasonals
Copy link
Facebook
Email
Notes
More

Equities About to Face Challenging Seasonals

Multiples, earnings, seasonals, and anecdotal economic reports all spell trouble ahead for equities

David Rosenberg's avatar
David Rosenberg
Sep 23, 2024
∙ Paid
2

Share this post

Early Morning with Dave
Early Morning with Dave
Equities About to Face Challenging Seasonals
Copy link
Facebook
Email
Notes
More
Share

Highlights

• Multiples, earnings, seasonals, and anecdotal economic reports all spell trouble ahead for equities

• We’re bullish on global fixed income on the heels of the Fed’s big cut

• Disappointing Flash PMIs keep the ECB in play

• State-level employment data show recessionary pressures building

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