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Early Morning with Dave
Early Morning with Dave
Perky Palladium and Platinum

Perky Palladium and Platinum

Markets display weak internals beneath Tech’s strength

David Rosenberg's avatar
David Rosenberg
Jun 26, 2025
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Early Morning with Dave
Early Morning with Dave
Perky Palladium and Platinum
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Highlights

• Markets display weak internals beneath Tech’s strength 

• Dollar weakness has weighed on U.S. asset gains from foreign investors

• Platinum and palladium move higher on strong Chinese demand

• Consumers cut back on credit as they start to feel the pinch

Key Takeaways

• Equity Market Breadth Remains Weak: The +4.3% gain pushed Nvidia back to being the most valuable company in the world with a market cap of $3.77 trillion — edging out Microsoft, which also hit an all-time high on Wednesday (now worth $3.66 trillion). But the good news ended there as the economic-sensitive Russell 2000 index slipped -1.1% and even on the Big Board, the internals were soft: volume was lower on both the New York Stock Exchange and Nasdaq; and breadth was negative with decliners ahead of advancers by roughly 5-to-2 on the NYSE and slightly less than 2-to-1 on the Nasdaq.

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