Economist’s “News and Views” 6-10-2025
S&P To Hit 6,250 Then 30% Drop: 'Market Running Out Of Energy' Says Gareth Soloway
David Lin: 6-10-2025
Gareth Soloway, Chief Market Strategist at Verified Investing, examines whether the S&P 500’s sharp rebound marks a true bull market or a fleeting bounce while dissecting Fed policy shifts, tariff impacts, Bitcoin’s resistance ceiling, precious‑metal breakouts, and looming bond‑market risks.
0:00 - Intro
0:30 - China trade talks
2:32 - Labor market cracks
3:44 - Fed rate cuts?
4:51 - Bullish sentiment
8:30 - Breakout levels
13:21 - Why do we need a pullback?
15:36 - Triggers for move down
18:15 - Bitcoin
24:45 – Gold
27:01 - Silver and other metals
30:18 - 10-year bond yield
31:34 - Favorite asset class
BREAKING: China To Imminently Announce a Gold To Yuan Fixed Exchange Rate! - Alasdair Macleod
Financial Wisdom: 6-10-2025
0:00 - China aims to control global gold pricing from Shanghai
0:36 - How SGE vaults enable gold-yuan trade bypassing the dollar
1:50 - China's strategic need to decouple from the US dollar
3:20 - Why China's survival may depend on linking yuan to gold
4:34 - China's recognition of gold-backed economic stability
6:02 - Lessons from the UK gold standard and China's future plans
7:14 - China's accumulation of gold reserves since the 1980s
8:55 - Shift of global gold from West to East
10:00 - China’s regional trade strategy post-Trump tariffs
11:08 - International expansion of the Shanghai Gold Exchange
11:45 - Opening Shanghai Futures Exchange to foreign banks
12:10 - China’s push to move gold price control to Shanghai
Gold to $6,000 and Why the US Dollar is Losing Its Power, Part 2
Wealthion: 6-9-2025
Renowned economist David Rosenberg, known for his sharp insights and contrarian calls, recently returned to Wealthion with a powerful message for investors: prepare for a significant shift in the financial landscape.
In Part II of his interview, Rosenberg laid out his compelling case for a gold surge to $6,000, a weakening U.S. dollar, and the compelling opportunity presented by Treasury bonds.
Rosenberg, now with Rosenberg Research & Associates, pulls no punches in his assessment of the current environment. He argues that the U.S. financial system is increasingly fragile, burdened by unsustainable debt and deficits, ultimately leading to a devaluation of the dollar and a scramble for safe havens.
Rosenberg’s boldest prediction is undoubtedly his forecast for gold. He believes the precious metal is poised for a significant rally, projecting a target of $6,000 this cycle.
This conviction stems from the growing global uncertainty, the rising cost of living, and the central banks’ accelerating accumulation of gold reserves. As global trust in fiat currencies wanes, gold is expected to become an increasingly attractive alternative.
Contrary to the prevailing narrative, Rosenberg believes Treasury bonds are currently mispriced, offering investors asymmetric upside.
In a world grappling with economic slowdown and potential recession, he argues that the safety and liquidity of Treasuries make them a crucial asset for portfolio protection. He contrasts this with the prevailing mantra of the past decade, “There Is No Alternative” (TINA), where investors were forced into riskier assets like stocks in search of yield.
Rosenberg declares TINA dead, arguing that Treasuries now offer a compelling alternative for risk-averse investors seeking stability and potential appreciation.
The erosion of the U.S. dollar’s dominance is another key theme of Rosenberg’s analysis. He warns that America’s reserve currency status may be under threat as central banks worldwide are increasingly diversifying their holdings and accumulating gold. This trend, fuelled by concerns about U.S. debt and deficits, could further weaken the dollar and exacerbate inflationary pressures.
Adding further weight to Rosenberg’s thesis, Jonathan Wellum, CEO of Rocklinc, provides a special addendum reinforcing the importance of preparing for a world where the U.S. can no longer spend without consequences.
He emphasizes the need for investors to understand the underlying vulnerabilities of the U.S. financial system and proactively adjust their portfolios to mitigate potential risks.
David Rosenberg’s return to Wealthion offers a timely and thought-provoking perspective on the future of the global economy.
While predictions should always be approached with caution, his insights provide valuable guidance for navigating an increasingly uncertain financial landscape. Now is the time for investors to carefully assess their portfolios and prepare for the potential shifts ahead.