https://www.atlantafed.org/cqer/research/gdpnow

4.3 % GDPnow

labor market stable ex silicon valley

gas prices falling

consumer spending strong

household balance sheets relatively strong compared to prior downturns

household debt servicing historically cheap (ie my 3% mortgage rate)

Real time rent/ housing indexes tanking (big component of the inflated lagging CPI index) cooler inflation reads coming

Fed whispering of an end to rapid interest rate hikes

Everyone and their mother predicting doom and gloom, most predicted “recession coming” ever? Meanwhile we climb the wall of worry next few years.

Setting up for a smooth landing after all?

lets see