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
Gap Between Alphabet and Microsoft Makes It Clear that Mega-Cap Tech No Longer Moves as a Bloc
AI-related credit strains back in full view
Key Takeaways
Tech Sector Positioning Underpinned by Hynix Results
The RBNZ shocks investors by standing pat today — will the BoC follow suit?
Key Takeaways
AI Trade Receives a Wave of Supportive News
The post-election Brazilian market selloff was rational, the magnitude not so much.
Key Takeaways
Big Week Ahead - The Fed, Q3, and 36% of the S&P 500 Market Cap Report
Lula wins, Brazilian assets lose
Key Takeaways
Finishing the Week on a Mixed Footing
Amidst all the inflation anxiety, the U.S. housing market is facing some deflationary pain.
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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