Early Morning with Dave

Early Morning with Dave

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

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

David Rosenberg's avatar
David Rosenberg
Dec 21, 2023
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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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