Groman's base case for the world monetary system 5 years from now: DXY trades in the 60s, gold trades above $10,000, 10-year yield 3.5-4%, Chinese yuan 4-5 to the dollar (much stronger), stronger euro, weaker pound, oil ~$80/barrel, and a much stronger US industrial base with more balanced trade and a more robust Chinese consumer.
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Luke GromanEvidence Quote
“Base case 5yr: DXY 60s, gold $10k+, 10Y 3.5-4%, yuan 4-5/$, oil $80/bbl, stronger US industrial base”
Source
U.S. Has Reached ‘Choose Your Poison’ Moment: Save the Dollar or Save Treasuries | Gromen & Makori— Miles Franklin MediaCreated: 8/12/2026, 2:30:31 AM
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