This from BCA Research yesterday --
"The question going forward is whether US economic resilience will continue. The latest employment data from the JOLTS survey and ADP release suggest that labor market conditions are easing amid the Fed’s aggressive tightening cycle. This trend will probably continue over the coming year and we believe that a recession is likely in 2024."
-- essentially jibes with our message in Tuesday evening's video.
And the following (continuation from the above) --