Arcadia Economics: Why the World is Shunning US Treasuries in Favor of Gold

In the complex world of financial analysis, certain voices stand out for their clarity, insight, and an uncanny ability to distill intricate global shifts into understandable narratives. Among these, macro analyst Luke Gromen has consistently been a leading light, offering perspectives that challenge conventional wisdom and illuminate the underlying currents shaping the global economy. Recently, Gromen shared his profound analysis on a critical trend: the accelerating global pivot away from US Treasuries and towards gold. In a conversation that showcased his trademark brilliance and accessible style, Gromen laid out the compelling reasons why this monumental shift is not just happening,…