Early Morning with Dave
David RosenbergAn 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 |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 681 | Founded | 3 years ago | Last Issue | 6 days ago |
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earlymorningwithdave.comLatest Issues
Summit in the Spotlight on Powell’s Last Day
Modest hopes for summit diplomacy as equities hit another record high.
Key Takeaways
The Limits of Market Gains from Supply-Chain Strains
The Strait of Hormuz is closed. For how long? The Strait of Taiwan is open. For how long?
Key Takeaways
Starmer Stumble, Trump Toughness, Market Malaise
“NACHO” trade triggers a big yawn in the U.S. equity market — other regions and asset classes are responding, mind you.
Key Takeaways
President Trump Rejects Iran’s Response, but the Reaction Is Limited to Oil and Bonds
The American consumer, facing real wage contraction, leans heavily on credit cards to get by despite sky-high interest rates and delinquencies.
Key Takeaways
U.S. Investors Continue to Sniff Out an "Off Ramp"
Rising mortgage rates push the homebuilding stocks into a severe bear market (but are ignored given the resumption of the AI and chips mania).
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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