Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Quiet Markets Ahead of This Week's Key FOMC Meeting
Copy link
Facebook
Email
Notes
More

Quiet Markets Ahead of This Week's Key FOMC Meeting

Markets on tenterhooks around whether the Fed cuts 25 or 50 basis points

David Rosenberg's avatar
David Rosenberg
Sep 16, 2024
∙ Paid

Share this post

Early Morning with Dave
Early Morning with Dave
Quiet Markets Ahead of This Week's Key FOMC Meeting
Copy link
Facebook
Email
Notes
More
Share

Highlights

  • Markets may debate the size of the initial move…

  • … but the Fed is way behind the curve regardless

  • Chinese data disappoint across the board

  • Competitive forces drive margins (and inflation!) lower

Keep reading with a 7-day free trial

Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Rosenberg Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More