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Early Morning with Dave
Early Morning with Dave
Gaping “Twin Deficits” Leave Me More Bullish on Precious Metals

Gaping “Twin Deficits” Leave Me More Bullish on Precious Metals

Don’t be surprised if I soon change my name to Goldberg from Rosenberg

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David Rosenberg
Dec 21, 2023
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Early Morning with Dave
Early Morning with Dave
Gaping “Twin Deficits” Leave Me More Bullish on Precious Metals
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Highlights

• The economy is slowing faster than the data suggest…

• … something the Beige Book and Philly Fed President Harker agree on

• Consumers seek out bargains this holiday season (bond bullish!)

• Will the U.S. dollar succumb to ballooning “twin deficits”?

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