Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Equities React With a Lag to the Bond Market
Copy link
Facebook
Email
Notes
More

Equities React With a Lag to the Bond Market

Equities readjust to the prospect of delayed rate cuts

David Rosenberg's avatar
David Rosenberg
Apr 03, 2024
∙ Paid
4

Share this post

Early Morning with Dave
Early Morning with Dave
Equities React With a Lag to the Bond Market
Copy link
Facebook
Email
Notes
More
Share

Highlights

  • Equities readjust to the prospect of delayed rate cuts

  • Slowdown in services inflation is key for timing of the first move

  • Watch out for Powell’s speech today

  • Where does the consumer go from here?

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