Early Morning with Dave

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Early Morning with Dave
Early Morning with Dave
Markets Await Today's CPI Report

Markets Await Today's CPI Report

Bond markets are quiet as they await the most crucial release of the week

David Rosenberg's avatar
David Rosenberg
Apr 10, 2024
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Early Morning with Dave
Early Morning with Dave
Markets Await Today's CPI Report
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Highlights

• All eyes are on today’s CPI report

• Categories that are least rate-sensitive continue to drive inflation

• How quickly will AI impact productivity?

• Our models show S&P 500 downside risks dwarfing upside potential

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