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David Rosenberg is chief economist with Gluskin Sheff + Associates Inc. and author of the daily economic newsletter Breakfast with Dave (Deborah Baic/The Globe and Mail)
David Rosenberg is chief economist with Gluskin Sheff + Associates Inc. and author of the daily economic newsletter Breakfast with Dave (Deborah Baic/The Globe and Mail)

David Rosenberg: U.S. stock market isn’t really that hot after all Add to ...

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When I was on CNBC on Monday afternoon, the discussion was over this stellar stock market performance of the past month, otherwise known as the “Trump Rally.”

Let’s examine it a little closer, if you don’t mind.

No doubt there have been stellar performances among the two sectors that stand to benefit most from the “D” word (deregulation): financials and energy. These were the two sectors that were on the long list for a long time in the event of a Trump victory.

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