by Lance Roberts
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| The Fed sees inflation easing and believes policy is already restrictive, making rate hikes very unlikely and keeping cuts as the more probable next move. In this short video, @michaellebowitz and I break down what Powell actually said, what the Fed is signaling on growth and labor, and what to expect next for markets. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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1-5-26 Don’t Just Bet on Upside — Prepare for Any Outcome
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The outlook for 2026 hinges on how valuations and economic growth play out.
In this Short video, I cover multiple $SPX year-end scenarios and explain why managing ranges matters more than betting on a single target.
📺Full episode: -Z7mJI
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Electricity Prices Could Become a Structural Inflation Problem
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Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime soon. According to the Wall Street Journal, electricity prices have risen meaningfully across much of the country since 2022, and the drivers extend well beyond the frequently cited surge in data-center demand. While electricity prices had historically tracked inflation, that …
12-29-25 The Hidden Logic Behind Dollar Weakness
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The U.S. doesn’t want a permanently strong dollar because it would choke the global economy and destabilize trade.
In this short video, Brent Johnson and I discuss why the U.S. has historically managed the dollar to stay range-bound and how dollar strength or weakness shapes global liquidity and growth.
📺Full interview: -SDg
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Repo Market: Critical Warning Or Bullish Signal
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🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
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