Sitemap - 2026 - Early Morning with Dave
Markets Remain Volatile and Gloomy, But Not Panicked
A Hope-Based Stock Market Rally Takes Hold
War... And Peace? Markets Respond to Headline News That the Conflict Is About to End.
Aluminum Prices Join Oil on an Upward Trajectory as War Enters Fifth Week
Nasdaq and Russell 2000 Enter Correction Territory; S&P 500 Breaks Down to Six-Month Lows
Global Markets Undergo a Reality Check
Markets Buy into Trump's 15-Point Plan -- Iran Does Not
What Happens After the Five Days Are Up?
There Is No Investment Playbook for This War
Markets Squeezed by Energy Prices and Hawkish Central Banks
War Enters a New and More Dangerous Phase
A Capped DXY and Slippage in WTI Help Global Equities to a Three-Day Stretch of Gains
Monday’s Market Bounce Likely Little More Than a Calendar Quirk
The Winds of War Continue to Impair the Risk-on Trade and Force Bond Yields and the Dollar Higher
IEA Blockbuster Oil Release Announcement Fails to Resonate as Oil Prices Bounce Again
Markets Being Driven by Sentiment, Volatility, and Tweets Are Tricky to Navigate
A Very Welcome Relief Rally, but Its Durability Is Not Certain
Long-Feared Oil Shock Comes to Fruition — Roiling Markets and the Global Economy
Trump Hints at a Cease-Fire "call" but Iran Denies It
All the Bad News Is Not Deterring the “Buy the Dip” Retail Equity Investor
War-Induced Oil Shock Roils Global Stock and Bond Markets
Ding Dong, the Wicked Warlock is Dead (But at the Expense of Risk-on Assets)
Mortgage Rates Break Below 6% — Let’s See How the Fence-Sitters in the Housing Market Respond
Home Improvement Companies Cry in Their Beer
Asian Tech Leads Global Equities Higher Ahead of Nvidia’s Earnings
AI Scare Spreads as Staples and Semiconductors Spike
Equity Market Investors May Want to Go Back to the Drawing Board
Through All the Market Gyrations, the Asset Manager Stocks Have Headed into an Official Correction
War Concerns Trigger Up-Moves in Oil and Gold; U.S. Equity Market Volatility Remains Intact
The AI Scare Trade Cools Down... For Now
All Eyes on the CPI Data But Keep in Mind That Real Estate Inflation Is Falling Fast
Calling Bull on an Allegedly Bullish Payroll Report
Nice Rallies in Asian/EM Equities, Global Bonds, and Both the Yen and Aussie Dollar
Nikkei and Yen Extend Their Impressive Post-Election Gains
Takaichi Rolls the Dice, Wins Big, and the Nikkei, JGBs, and the Yen Respond in Kind
Big Problems Emerge in the Market for Silver and Software
Clouds Swirl Over the AI Trade; WMT Joins the $1 Trillion Club; Gold Stages a Big Revival
Tech Stocks (Especially Chips) Regain Momentum and Precious Metals Post Big Rebound
Warsh Appointment Kyboshes the "Debasement" Trade
Gold and Silver Slump as Fed Chair Bets Unwind the Debasement Trade
Gold Rally Continues as a Government Shutdown Looms
The Dollar’s Slump Raises the Stakes Ahead of the Fed Meeting
Tech-Led Equity Rally Rolls On as the Yen Tests Key Resistance
Gold and Silver Rip Higher as Takaichi Trade Unwinds, the TACO Playbook Fades
Europe Has More Leverage Than Commonly Portrayed
The TACO Trade Stages a Revival With a "Framework of a Future Deal"
Investor Jitters Ease After Yesterday’s Market Debacle
The “Fire Sale” of Risk-On Assets Continues Unabated on Escalating US-Europe Trade Tensions
Tariff War Over Greenland Triggers a Renewed Risk-off Trade
Cheap Credit and Tech Enthusiasm Power the Rotation Trade
Trump’s Dovish Turn on Iran Rhetoric Sends Oil Sharply Lower
U.S. Futures Falter and Precious Metals Soar Further on Rising Geopolitical Tensions
The Takaichi Trade Is Back on the Radar Screen - The Nikkei Surges and JGB Yields Pop
Geopolitics and Commodities Briefly Take a Back Seat as Payrolls Loom
Geopolitical Whiplash from Caracas to Tokyo
Asia's Impressive Winning Streak Comes to an End
The Big Rally Was More About Delayed Santa Than Venezuela