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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.

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Substack
PricingOnly paid issuesPublishesDaily
Issues710Founded3 years agoLast Issue6 days ago
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Latest Issues

Risk-On Tone Ahead of PCE

Today’s PCE report will help determine whether the market’s recent hawkish turn is justified.

Key Takeaways

6 days ago
5
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The 'Greenspan Put' Also Meets Its Maker

When SpaceX bonds are rated investment-grade, you know we are in a new era (one of insanity).

Key Takeaways

7 days ago
7
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Chips Get Chipped in Today's Tech Sector Rout

Muted bond market reaction to the downdraft in global equities as the Fed doubles down on its hawkish rhetoric.

Key Takeaways

8 days ago
10
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Starmer Stumbles, Sterling Sags

Emerging signs of a market top

Key Takeaways

9 days ago
8
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IPO and SPAC Craze Have the Makings of a Market Top

Oil prices reverse 80% of the wartime run-up, and gold sentiment indicators go from 100 in January to 0 today

Key Takeaways

12 days ago
4
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  • 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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