by Lance Roberts
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| Real-time inflation (Truflation) data is signaling sub-1% inflation, and historically CPI and PCE tend to follow it lower with a short lag. That puts pressure on hawkish policy narratives. At the same time, consumer spending is staying elevated while incomes are flat and savings have fallen to stressed levels. In this short video, Lance Roberts & Michael Lebowitz discuss the risk of a growing disconnect between the reflation narrative and the true health of the economy, pointing to potential downside ahead. đșFull episode: _IPrDUg Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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0:19 – Stresses Emerging in Lower End of Economy
4:45 – The Oil Price Pop
6:35 -Good News – Bads News on Wall Street
10:38 -CPI Preview Despite Government Furlough
15:32 – Bond Market Expectations for Economic Growth
17:58 – The Challenge of Managing Money for the Future
20:11 – Wall Street is Selling 5x Leverage
24:47 – Liquidity is Showing Signs of Drying Up
26:42 – Debasement is Not a Room in Your House
29:42 – Where Does Money Come
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