Economy Heads South, Gold Heads North


Gold, dollar and economic data.

Quokka Family/iStock via Getty Images

By Craig Hemke

The biggest story of 2023 is not a function of IF the Fed will pause and then pivot to rate cuts. Instead, it’s a matter of WHEN will this shift take place. This monetary

Money Supply Growth

10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity

Jobs Since March 2022

corporate layoffs

plotting the layoff data along with the first-time jobless claims data