Things are Happening Faster Now

Featured Posts on News Sites :

Scottsdale Mint-Russia Sues Euroclear Over Frozen Assets

Featured Analysis:

News & Analysis:

ICYMI

Coming Soon/ Chat:

Data on Deck: GDP

* MONDAY, DEC. 22 None scheduled

* TUESDAY, DEC. 23 GDP

* WEDNESDAY, DEC. 24 Jobless Claims

* THURSDAY, DEC. 25 None scheduled, Christmas holiday

* FRIDAY, DEC. 26 None scheduled

Charts and Final Market Check:

Top News

Housekeeping: Good afternoon.

TL;DR— Key Points

* Markets are front-running a 2026 “run-it-hot” economy, driven by expectations for lower CPI, falling yields, policy easing, and fiscal support ahead of midterms, even as EPS upside looks capped without major China stimulus.

Things are Happening Faster Now

Featured Posts on News Sites :

Scottsdale Mint-Russia Sues Euroclear Over Frozen Assets

Featured Analysis:

News & Analysis:

ICYMI

Coming Soon/ Chat:

Data on Deck: Unemployment, CPI

* MONDAY, DEC. 15 Home builder confidence index

* TUESDAY, DEC. 16 8:30 am U.S. employment report

* WEDNESDAY, DEC. 17 None scheduled

* THURSDAY, DEC. 18 CPI

* FRIDAY, DEC. 19 Existing Home Sales

Charts and Final Market Check:

Top News

Things are Happening Faster Now

Featured Posts on News Sites :

Scottsdale Mint-Russia Sues Euroclear Over Frozen Assets

Featured Analysis:

News & Analysis:

ICYMI

Coming Soon/ Chat:

Data on Deck: Unemployment, CPI

* MONDAY, DEC. 15 Home builder confidence index

* TUESDAY, DEC. 16 8:30 am U.S. employment report

* WEDNESDAY, DEC. 17 None scheduled

* THURSDAY, DEC. 18 CPI

* FRIDAY, DEC. 19 Existing Home Sales

Charts and Final Market Check:

Top News

* Trump Defends Handling of Economy, Announces Military DividendTrump defended his economic record in a prime-time address, unveiled a $1,776 “warrior dividend” for ~1.45M service members, and said he’ll soon name a Fed chair who backs big rate cuts. (The Wall Street Journal)

* All That Cheap Chinese Stuff Is Now Europe’s ProblemU.S. tariffs on cheap Chinese imports have rerouted low-value goods into Europe, boosting Chinese e-commerce shipments and challenging European retailers and policymakers. (The Wall Street Journal)

* Trump Says Next Fed Chair Will Back Big Rate CutsTrump said he’ll soon announce the next Jerome Powell successor as Fed chair, insisting the pick will strongly support lower interest rates to ease mortgages. Reuters 

Things are Happening Faster Now

Featured Posts on News Sites :

Scottsdale Mint-Russia Sues Euroclear Over Frozen Assets

Featured Analysis:

News & Analysis:

ICYMI

Coming Soon/ Chat:

Data on Deck: Unemployment, CPI

* MONDAY, DEC. 15 Home builder confidence index

* TUESDAY, DEC. 16 8:30 am U.S. employment report

* WEDNESDAY, DEC. 17 None scheduled

* THURSDAY, DEC. 18 CPI

* FRIDAY, DEC. 19 Existing Home Sales

Charts and Final Market Check:

Things are Happening Faster Now

Featured Posts on News Sites :

Scottsdale Mint-Russia Sues Euroclear Over Frozen Assets

Featured Analysis:

* Continues in the premium post: Reset: How To Survive The New Economic Order

Michael Oliver: The Bigger Game Has Just Begun

* Publishes December 16th 11am

News & Analysis:

ICYMI

Coming Soon/ Chat:

Data on Deck: Unemployment, CPI

* MONDAY, DEC. 15 Home builder confidence index

* TUESDAY, DEC. 16 8:30 am U.S. employment report

* WEDNESDAY, DEC. 17 None scheduled

* THURSDAY, DEC. 18 CPI

* FRIDAY, DEC. 19 Existing Home Sales

Charts and Final Market Check:

TL;DR Unemployment Prep

* Jobs data skewed to downside risk: November payrolls are expected around +50k, but multiple proxies (ADP, RevelioLabs, Powell’s own comments) suggest true job growth may be near zero or negative once overcounting is adjusted.

* Unemployment drifting higher: The jobless rate is expected to rise to ~4.5%, potentially the highest since 2021, reinforcing evidence of gradual labor-market softening.

* Policy bias turning dovish: Powell emphasized downside labor risks over inflation, acknowledged a ~60k monthly payroll overcount, and markets are pricing more Fed cuts in 2026 than the Fed officially projects.

* Markets vulnerable to a miss: With equities positioned for optimism and volatility low, a weaker-than-expected labor print could hit risk assets, support rate cuts, pressure the dollar, and favor front-end bonds.

Things are Happening Faster Now

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Scottsdale Mint-Russia Sues Euroclear Over Frozen Assets

Featured Analysis:

* Continues in the premium post: Goldman Prepares to Dial Up Gold Allocations

News & Analysis:

ICYMI

Coming Soon/ Chat:

Data on Deck: Unemployment, CPI

* MONDAY, DEC. 15 Home builder confidence index

* TUESDAY, DEC. 16 8:30 am U.S. employment report

* WEDNESDAY, DEC. 17 None scheduled

* THURSDAY, DEC. 18 CPI

* FRIDAY, DEC. 19 Existing Home Sales

Charts and Final Market Check:

EXECUTIVE SUMMARY

Sovereign Accumulation Through Citizens: The Two-Layer Gold Reserve System

“The result is a two-layer reserve structure in which central bank holdings and household metal form a single strategic perimeter.”

A global structural realignment is underway in the treatment of gold and silver within national financial systems. Governments are constructing legal and institutional frameworks that guide precious metals from private anonymity into regulated domestic channels. The result is a two-layer reserve structure in which central bank holdings and household metal form a single strategic perimeter. This process is not coordinated across countries, yet it is coherent in effect. It reflects a shift toward a more mercantilist orientation as states prepare for increased geopolitical and monetary fragmentation.

Things are Happening Faster Now

Featured Posts on News Sites :

Scottsdale Mint-TD’s Ghali Says Platinum “Setting Up for Big Squeeze” Now

Featured Analysis: Publishes Today 11:30 ET

* Continues in the premium post: Mercantile Populism: Why You Do Not Sell Your Physical ( if you can afford not to)

News & Analysis:

ICYMI

Coming Soon/ Chat: This Weekend

Data on Deck: Fed Week

* MONDAY, DEC. 8 None scheduled

* TUESDAY, DEC. 9 Job openings

* WEDNESDAY, DEC. 10OMC interest-rate decision/press conference

* THURSDAY, DEC. 11 Jobless claims

* FRIDAY, DEC. 12 None scheduled

Charts and Final Market Check: