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Early Morning with Dave
The Bubble Is Bursting
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The Bubble Is Bursting

And the Fed does not mind one bit

David Rosenberg's avatar
David Rosenberg
Apr 22, 2024
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Early Morning with Dave
Early Morning with Dave
The Bubble Is Bursting
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Highlights

  • The Fed’s “higher for longer” stance is all about taking the punch bow away

  • Semiconductor stocks are nearing a bear market

  • U.S. GDP, PCE inflation, and mega cap Tech earnings highlight a busy week ahead

  • Beige Book points to consumer frugality and receding pricing power

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