MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
Macro Voices
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The Future of Gold
I'm fascinated by your emphasis on those being the only ingredients you need. A lot of people are starting to focus again on this de-dollarization story with more and more central banks around the world questioning whether or not they're completely committed to US dollar-denominated reserve assets. I don't really think right now it has a lot to do with it. The move in gold is really the first move because the market, even though it's pricing in May and June, the markets realize that the Fed is very close to the end game on raising rates.
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