Early Morning with Dave

Early Morning with Dave

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Early Morning with Dave
Why Spoil the Party With the Fundamentals?
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Why Spoil the Party With the Fundamentals?

Today's investor community does not seem to mind too much chasing over-extended valuations as it bows down to the holy grail of price momentum

David Rosenberg's avatar
David Rosenberg
Jan 09, 2024
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Early Morning with Dave
Early Morning with Dave
Why Spoil the Party With the Fundamentals?
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Highlights

• Fedspeak drives yesterday’s reversal in equities

• Keep an eye on non-performing loans, with the banks set to report

• State unemployment data say half the country is in recession

• More disinflationary signals — global food prices fall for the fifth straight month

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