Rosenberg Flags Disturbing Housing Signal That Now Tops 2008 Financial Crash

Is the U.S. already in recession and no one wants to admit it? Economist David Rosenberg joins Kitco News to sound the alarm on a housing metric now worse than the 2008 crash, warning that a deflationary spiral may be unfolding beneath the surface. With Canada officially in recession and the U.S. consumer saddled with record debt, Rosenberg argues that the Federal Reserve is boxed in—and Washington’s political pressure may soon compromise what’s left of central bank independence.

Rosenberg unveils his “Bond Bullion Barbell” strategy, which he says has already beaten the S&P 500 by 700 basis points year-to-date, and shares why gold is his highest conviction trade in this macro storm. AI hype may be masking the downturn—for now—but the real economy, he warns, is buckling. From Fed policy mistakes to a fractured housing market and distorted job data, this is the unfiltered playbook serious investors need.

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00:00 Introduction
01:03 Consumer Sentiment and Inflation Expectations
02:02 US Recession and AI Spending Boom
04:56 Trade Policy and Canada's Economic Outlook
09:23 Canada's Tax Competitiveness Issues
19:07 Federal Reserve's Rate Cuts and Inflation
20:42 Housing Market Deflation Concerns
24:53 AI Boom and Economic Impact
25:45 Fed's Data Dependency and Forecasting
26:54 Fed's Inflation Forecast and Labor Market Slack
27:23 Unemployment and Margin Squeeze
29:44 Housing Market Concerns
37:37 Gold as a Safe Haven
43:46 Central Banks and Precious Metals

#DavidRosenberg #Recession #Gold #Silver #Investing #FederalReserve #HousingMarket #Economy #KitcoNews
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