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Markets Breathe a Sigh of Relief (For Now)
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Markets Breathe a Sigh of Relief (For Now)

The worst-case scenario did not come to be

David Rosenberg's avatar
David Rosenberg
Apr 15, 2024
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Early Morning with Dave
Early Morning with Dave
Markets Breathe a Sigh of Relief (For Now)
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Highlights

• Risk-off moves unwind to start the week

• The Fed has no control over the components that are driving inflation

• Markets priced for perfection set up for an inevitable surprise

• China’s bond market is screaming deflation

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