Early Morning with Dave

Early Morning with Dave

Yet Another Negative Reversal

Piling up of negative reversals show a turn in equity momentum

David Rosenberg's avatar
David Rosenberg
Apr 18, 2024
∙ Paid
3
Share

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

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