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Early Morning with Dave

David Rosenberg

An 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
Substack
PricingFreemiumPublishesDaily
Issues150SubscribersRead earlymorningwithdave.com

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#139
Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Bond Market Is at a Critical Juncture

10-year yields are at a critical juncture between the 50- and 100-day trendlines

a month ago
4
0
Paid

Is the Helium Leaving the Balloon?

Highlights Frothy semiconductor valuations point to a bubble in the making Frugality mindset takes hold among Chinese consumers Huge divergence in FOMC members’ economic assessments Productivity “emergency” in Canada calls for better capita...

a month ago
6
0
Paid

S&P 500 at 14% Above the 200-Day M.A.

A 1-in-14 event!

a month ago
9
0
Paid

Treasury Yields at a Critical Technical Juncture

Treasuries are now priced for less than what the Fed is signaling to do

a month ago
4
0
Paid

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Authors

The writers behind this newsletter.

  • David Rosenberg

    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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