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Yet Another Negative Reversal
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Yet Another Negative Reversal

Piling up of negative reversals show a turn in equity momentum

David Rosenberg's avatar
David Rosenberg
Apr 18, 2024
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Early Morning with Dave
Early Morning with Dave
Yet Another Negative Reversal
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Highlights

  • Piling up of negative reversals show a turn in equity momentum

  • For the Fed, it’s all about removing the punch bowl

  • Those that believe the CPI was scary only looked at the headline

  • Beige Book says pricing power is disappearing at a considerable rate

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