The Global Reset is Physical

Housekeeping: Good Morning. Things are Happening Faster NowFeatured Posts on News Sites : Scottsdale Mint-Russia Sues Euroclear Over Frozen Assets ZeroHedge- Reset: How To Survive The New Economic Order JPost- How Russia Can (Will?) Squeeze Global Gold Yahoo:- BiS Sees Speculative Bubbles in Gold and US StocksFeatured Analysis: * Continues in the premium post: Reset: How To Survive The New Economic OrderMichael Oliver: The Bigger Game Has Just Begun* Publishes December 16th 11amNews & Analysis:ICYMIComing 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 SalesCharts 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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe