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Early Morning with Dave
Markets Now Sniffing Out a March Rate Cut!
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Markets Now Sniffing Out a March Rate Cut!

Powell has (finally) admitted the Fed is on pause, laying the groundwork for cuts in early 2024

David Rosenberg's avatar
David Rosenberg
Dec 04, 2023
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Early Morning with Dave
Early Morning with Dave
Markets Now Sniffing Out a March Rate Cut!
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Highlights

  • Boring bonds are perfectly positioned to outperform overvalued equities 

  • Retailer reports show weakening demand and falling prices 

  • Powell has (finally) admitted the Fed is on pause, laying the groundwork for cuts in early 2024 

  • Leading Canadian labor market indicators are flashing red 

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