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
Tech Investors Breathe a Sigh of Relief Following Nvidia's Blockbuster Results
The U.S. consumer presses the pause button — a cyclical trough in the savings rate should be a disinflationary signal for this hawkish Fed.
Key Takeaways
Oil Price Succumbs to Diplomatic Efforts to Reopen the Strait
U.S. macro data taking a turn for the worse
Key Takeaways
Canada Strikes Back with Retaliatory Tariffs
Bessent is leaning hard on the bond market, raising the stakes for Kevin Warsh at his Jackson Hole debut on Friday.
Key Takeaways
U.S.-Canada Trade War Takes Center Stage Again... The Loonie Retreats in Response
Is the dollar debasement trade back on the front burner?
Key Takeaways
Weak USD Trades Begin to Show Their Verve Once Again
What Walmart is telling us about the U.S. consumer.
Key Takeaways
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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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