Breakfast with Dave
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ESPRESSO WITH DAVESample Report
Morning Macro/Market Musings – Thoughts and commentary on overnight action, futures markets, key events and themes influencing the trading day ahead. Published weekday mornings prior to the North American market open.
BREAKFAST WITH DAVESample Report
A detailed discussion and analysis of major themes, economic data and events shaping the investment outlook. Published weekday mornings. The report also includes Morning Macro/Market Musings.
WEEKLY BUFFET WITH DAVESample Report
A curated “best of” the week’s insights. Published every Friday afternoon.
SPECIAL EDITIONSample Report
Topical reports delving into key data releases, important economic developments and events.
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The insights come from the data and there is no better way to dive into the data than through David's easy to understand charts and graphs.
Breakfast with Dave
Join the community of North America’s most informed investors whose portfolios benefit from David Rosenberg’s invaluable economic expertise.
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David Rosenberg is a frequent speaker at some of the most prestigious investment conferences around the world. He’s also sought after for private events.
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JAN 29TH, 2019
“New Paradigm – Becoming More Disciplined, Discerning and Defensive in Late-Cycle Investing” – Rotman School of Management U of T.
APRIL 17TH, 2019
Outlook for the US Economy – Canadian Fintech 3.0 Summit
APRIL 25TH, 2019
Introduction Capital’s Canadian Alternative Investment Forum
Au revoir to Canada’s jobs boom. First back-to-back decline in nearly 5 years. Not just that, but private sector jobs plunged 69.3k, the steepest slide since Jan 2009, at the depths of the Great Recession’s despair. Watch those net CAD long positions on the CME head for the exits https://t.co/T6OyM9JhXR
Was just on Amanda Lang's show on BNN. She told me other economists tell her negative yields are "normal". Come again? How are they "normal" when "normal" means the "norm". What historical averages are these folks using??
Q2 ended off with American consumers cutting back on their credit card balance by $80 million, and started Q3 by reducing their usage of motor fuel. When households in the USA cut back on their plastic and driving simultaneously, you know we have moved into the Twilight Zone.
After the trio of rate cuts today from India, NZ and Thailand,16 central banks having eased this year, for a total of 22 moves – a cumulative 1,035 basis points! The cautious Fed may not see recession risk or an extended policy easing cycle, but many of their global partners do.
Eric Rosengren is chasing a lagging metric. Hard to fathom. It is the mfg workweek that is part of the index of leading economic indicators, sinking 0.7% in July and has shrunk at a 2% annual rate in the past 6 months. Only 1 other time since the Great Recession has this happened
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