Random Thoughts & Bob Farrell’s Rule #5

Posted by David Rosenberg - Gluskin Sheff

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In this issue

• While you were sleeping: risk premia on the rise; U.S. dollar broke the support to the downside, Asian markets enjoying a bounce from oversold levels

• Random thoughts

• Downward revisions: we are starting to see downward revisions to the data

• Confidence … really? University of Michigan consumer sentiment data surprised to the upside

• It’s not just energy: the grocery bill is also ratcheting higher

• Deflation in U.S. housing a reality for some time to come

• Invoking Bob Farrell’s rule #5

• Critical events calendar 

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