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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
PricingOnly paid issuesPublishesDaily
Issues567SubscribersRead earlymorningwithdave.com

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#245
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Beige Book Reveals a Sagging Low- and Middle-End Consumer

Global markets sit mostly flat in a thin holiday trade while the Beige Book flags a recessionary labor market and a frugal consumer.

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Into the Thanksgiving lull, investors are pricing in a December Fed cut and edging back into risk.

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All the Hallmarks of a Major Market Top

Strange market action and heightened volatility recall past bubble peaks.

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Alphabet Nipping at Nvidia's Heels

Markets enjoyed a broad rally while political uncertainty and growing stress in leveraged loans threaten to heighten volatility.

8 days ago
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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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