Employment growth remains strong as rate hikes continue to contribute to a now rising federal deficit that is supporting growth, contrary to Fed expectations. This

Remains in positive growth mode: No recession indication here- this is a forecast for Friday’s employment report: My take is at the July meeting with

Central Banks Are Stocking Up On Gold Which Countries Own the Most Gold | SchiffGold “Central banks purchase a net 270 tons of gold through

Continues to look to me to like the increased government deficit from the rate hikes, at the macro level, continues to support output and employment

So far so good for Q3 that ended Sep 30- about in line with pre-Covid growth rates: Much like the US, much of the rest

Lots of commodities to or near pre-Covid levels: Still looking lower but still positive and not yet indicating recession:

Modest growth continues. The data keeps telling me the rate hikes are helping the economy rather than hurting it: This is nominal, not adjusted for

No recession here: Permits for new home construction are down from the post-Covid bounce but remain above pre-Covid levels: New home sales recovering from rate

Stabilizing at modest expansion levels, helped by exports due to relatively low cost US energy: No sign yet the Fed rate hikes have worked to