Early Morning with Dave
David RosenbergAn in-depth analysis of the key overnight market-moving events and data, featuring David Rosenberg's thoughts on how the day ahead will evolve from an investment perspective.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 724 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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earlymorningwithdave.comLatest Issues
A Record-Low 2% of Portfolio Managers See a “Hard Landing” on the Horizon
Surging stock sales and deal flow are classic late-cycle developments
Key Takeaways
Another Day of Rising Oil Prices Fails to Dent the Risk-On Trade
Consensus narrative is a U.S. economic boom; but the data show stall-speed growth.
Key Takeaways
Key Market and Macro Headwinds from Dollar Strength, Rising Real Interest Rates, and the Renewed Run-up in the Oil Price
Japan is back in play (Finance Minister Katayama has been busy lately!)
Key Takeaways
More Skirmishes in the Middle East Send Oil Prices up Further; The Front End of the Yield Curve Now Pricing in Two Fed Rate Hikes
Warsh has a decision to make: refute or validate the bond market's pricing of two Fed rate hikes ahead
Key Takeaways
A Made-In-Japan Rally
From tensions to technical talks — an uneasy calm to end the week
Key Takeaways
Key Facts
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Authors
The writers behind this newsletter.
David Rosenberg founded Rosenberg Research in January 2020 after an illustrious, three-decade career on Wall Street and Bay Street as an economist and market strategist.
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