HeyJaredEarly Morning with Dave
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.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Sep 3, 2026
Latest issues
Some Good News Coming From Gulf Region Oil Exports as Flows Return Towards Pre-War Levels (opens the original)
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Key Takeaways• Oil Flows Resume in the Red Sea: The good news for those hoping for an end to the oil price surge is that the tankers in the Red Sea have begun loading oil in a major way from the Saudi Arabian East-West pipeline that was shut down this month after it was damaged in an attack. A total of nine tankers on the Red Sea coast have loaded about 12.5 million barrels of crude since Sunday. Read more
RBA Stands in Contrast With the Fed via a “Dovish Hike” (opens the original)
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Key Takeaways• RBA Delivers a Dovish Hike: The big news overnight, though hardly unexpected, was the RBA’s move to hike rates by +25 basis points to 4.60% in a unanimous decision — the highest it has been since November 2011 and the fourth increase of the year. But the key wrinkle is that both bonds and stocks rallied, and the Australian dollar sold off sharply, as the move is widely seen as a “dovish hike.” Read more
Weak Start to the Week for Equities, Bonds, Precious Metals, and Bitcoin - Blame It on the Oil Price Rebound (opens the original)
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Key Takeaways• Iran Keeps Oil Markets on Edge: The big news over the weekend, which has sent oil prices back up and both equity and bond markets onto their back heels, was Iran refusing to soften its demands and President Trump sending mixed signals about his willingness to reach a deal (though still stating that he will resume negotiations this week). Brent crude has advanced over +2% so far today to over $106 per barrel. Read more
Some End-of-Week Calm After the Storm (opens the original)
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Key Takeaways• Fed Officials Take the Edge Off: We finish the week in slightly better shape across stocks and bonds. Perhaps some relief from the fact that New York Fed President John Williams and Philly Fed President Anna Paulson refused to take the bait from the bond vigilantes and provided some measured commentary that monetary policy has not been set on autopilot and will be data-dependent. Read more
Bessent May Be the House, but It's on Fire (opens the original)
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Key Takeaways• Bonds and Oil Turn Headwind Again: Treasury yields and crude oil prices once again shifted from tailwind to headwind — a reminder that equities right now are highly sensitive to swings in bonds and oil. While the bleeding in global bond markets has slowed, it has not stopped. The 10-year T-note yield is up a further +2 basis points to 5.14%, and the same across Europe. Read more
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