Must Read Market Musings

Posted by David Rosenberg - Gluskin Sheff

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In today’s issue of Breakfast with Dave

….read the summary HERE….read the Full  Article HERE

• While you were sleeping: European bourses starting off the week on a positive note, but mixed action in Asia; government bonds are getting whacked pretty hard in Europe, but U.S. Treasuries are stable

• Not much out of G20 but the key takeaway is the acknowledgement for fiscal restraint

• The Third Depression, this is the title of Paul Krugman’s article in today’s NYT; his view on the current cycle is on the market: a deflationary depression

• A look back in time … no happy returns for the equity market

• Oh Canada! The opposite direction that Canada and the U.S.A. are going is rather striking

• Is Britain the poster boy for fiscal renewal? Only time will tell

• Deflation is the primary risk ahead

• Deleveraging at its penultimate

• Double dip in the U.S.? What flavour?

• U.S. housing still in disarray

• Diminishing returns and dealing with pension changes in the U.S.

… the summary HERE….read the Full  Article HERE