July CPI clocks-on on-target for the Federal Reserve to cut rates, as it indicate inflation is trending downward. This would set-up the Fed for up to four rate cuts by the end of the year, but not so great for stocks. Watch for seasonal adjustments to Retail Sales reports. Markets will challenge 50-DMA, and could end its correction today. Your personal experience with inflation is not the same as Government calculations, which is what markets look at. CPI was on the money, and the trend is lower. Economic data can fluctuate monthly. Focus on trends for a clearer picture! Lance and Michael answer an email question about investing in Dividend Stocks; what does the Yield infer? Looking at the Peg ratio, and what indicators about a company matter. Dividend stocks vs growth stocks. What makes for a better bond: Coupon vs Yield (how did the yield get there)? Lance and Michael address YouTube Chat question about Covered Call ETF's vs Dividend ETF's. 3:17 - CPI On-Target for Fed Rate Cuts 14:39 - Why We Have to Live with Government Numbers 30:22 - How to Evaluate Company Dividends 44:28 - What's a Better Bond - Coupon vs Yield 49:39 - Covered Call ETF's vs Dividend ETF's Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Stealth QE Or Rubbish From Dr Doom?" https://realinvestmentadvice.com/stealth-qe-or-rubbish-from-dr-doom/ "Are Mega-Caps About To Make A Mega-Comeback?" https://realinvestmentadvice.com/are-mega-caps-about-to-be-a-mega-buy/ "Market Crash – Is It Over?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Is This Correction Over?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Looking for Rate Cut Clues in CPI Data" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PPI #CPI #Inflation #EconomicData #SeasonalAdjustments #Trends #YearOverYearGrowth #ThreeMonthAverages #SixMonthAverages #DataFluctuations #StateReporting #DataGlitch #EconomicAnalysis #UnderstandingTrends #MonthToMonthData #AccurateInterpretation #EconomicIndicators #DataInterpretation #DividendStocks #CoveredCallETF #DividendETF #BondYield #BondCoupon #FinancialAdvice #StatisticalMethods #CarefulAnalysis #Markets #Money #Investing |
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