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.
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earlymorningwithdave.comLatest Issues
A Truly Head-Scratching Warsh Press Conference
A watershed moment at the Warsh-led Fed
Key Takeaways
A Pre-FOMC Relief Rally as Oil Prices Dip and Bond Yields Steady
With respect to the Fed today, words will speak louder than actions
Key Takeaways
The 10-Year T-Note Yield Hits the Highest Level Since July 2007 (Remember What Happened Next)
Cyclically-sensitive real GDP growth approaches zero — and the biggest bite from higher rates and oil prices has yet to be felt
Key Takeaways
AI Safety Concerns Set In and the Oil Price Ratchets Higher — Anathemas to the Tech Trade
Oil price surge, AI warnings, and likely Fed rate hike take the shine off the risk-on trade
Key Takeaways
Treasury Yield Approaches 5% as Diesel Surpasses $6/gallon for the First Time Ever
Strong auction, weak bond market
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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