Early Morning with Dave

Early Morning with Dave

Equity Markets Take Their Negative Cue From Ever-Rising Global Bond Yields

Global stock markets weighed down by bond market volatility

David Rosenberg's avatar
David Rosenberg
Jan 13, 2025
∙ Paid

Highlights

• Global stock markets weighed down by bond market volatility

• Record valuations and narrow breadth are persisting concerns for equity investors

• Unusual seasonal skews put December's jobs report in doubt

• In one word or less: de-risk (it’s not too late)

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