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Negative Reversals Become the Order of the Day
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Negative Reversals Become the Order of the Day

This makes it two days of negative reversals in a row, and three of the past four by our count

David Rosenberg's avatar
David Rosenberg
Apr 19, 2024
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Early Morning with Dave
Early Morning with Dave
Negative Reversals Become the Order of the Day
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Highlights

  • Investor euphoria persists despite rising volatility

  • Consumer credit quality is eroding at the margin

  • China’s excess capacity means it is exporting deflation

  • Looking below the surface, there is nothing broad-based about inflation

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