Known for his bearishness, Rosenberg is well known for his daily “Breakfast with Dave” morning note.
Protection strategies like precious metals and some bonds fell hard Thursday.
The short volatility trade, disastrous at certain points in recent history, may be broken due to overcrowding.
For a second straight day, 2019’s biggest winners across assets are getting hammered.
The S&P 500’s top constituents have shown a tendency to move in tandem over the past month.
Trump's escalation of the trade war has put pressure on the Fed to lower rates again.
A certain segment of analysts are convinced that volatility is back in a very big way.
The trade war detente is feeding the green shoots of an equity rotation to riskier and more cyclically-oriented shares.
The Fed has a history of cutting interest rates with equities near record highs.
Monday’s 0.3% decline leaves the benchmark U.S. equity gauge 6.8% below the record highs at April's end.
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