David Rosenberg: "This Is The Single Most Important Thing For The Market Over The Next Decade"
Several years ago, Gluskin Sheff's superstar economist (previously at Merrill), David Rosenberg (in)famously flipped from bear to bull, predicting what amounts to a victory for the Fed: a jump in (wage) inflation, a burst in economic growth, and an overall selloff in that most deflation-dependent asset, the US Treasury.