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Written by David Rosenberg - Gluskin Sheff
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Tuesday, 01 March 2011 01:00 |
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
Please read on HERE
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