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Macro Analyst says "Own What China is Buying"

Macro Analyst says "Own What China is Buying"

BBG Macro on Why Gold's Rally Echoes the 1970's.

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VBL
Jul 04, 2025
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Macro Analyst says "Own What China is Buying"
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BBG Macro: Gold is the quintessential asset for the era.

“The bigger picture remains more friendly to gold than at any time since the 1970s.”

We read a report by Bloomberg Macro analyst Simon White on ZH Premium1. Here is that report broken down with original graphics.

Gold remains structurally supported as the global monetary regime endures escalating stress. The current phase of consolidation should not be mistaken for exhaustion. Rather, it marks a tactical pause in a longer-term strategic bid driven by sovereign behavior and system-wide distrust.

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