Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Inflation Volatility Theme Goes Silent
Copy link
Facebook
Email
Notes
More

Inflation Volatility Theme Goes Silent

Stable and low inflation expectations show no uncertainty around future inflation

David Rosenberg's avatar
David Rosenberg
Jul 16, 2024
∙ Paid

Share this post

Early Morning with Dave
Early Morning with Dave
Inflation Volatility Theme Goes Silent
Copy link
Facebook
Email
Notes
More
Share

Highlights

  • Stable and low inflation expectations show no uncertainty around future inflation

  • Falling commodity prices are not supportive of the value trade

  • Global airline stocks look to have stalled

  • Luxury trade is tarnished as consumers continue to retrench

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