ROSENBERG: Be Careful--There Could Be A 'Great Rotation' Into Bonds

Gluskin Sheff economist David Rosenberg is known for his bearish views, and he's not afraid of an epic sell-off in the bond market anytime soon, even though the idea is beginning to play pretty significantly into the evolving market discourse right now. Needless to say, Rosenberg is not convinced by the "Great Rotation" story (the idea that investors will stage a big rotation out of bond funds and into equity funds as the economy picks up and the Federal Reserve begins to normalize monetary poli...