by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| In this Short video, I cover the $DXY breakout from a long base, the EUR weakening outlook, and why $EURUSD could revert toward 1.12 over the next 18 months. I also touch on labor market strain hinting at a stealth recession, collapsing market breadth, and what these signals mean as we enter the seasonally strongest six months of the year $SPY $QQQ — everything you need in one visual macro update. Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
9-9-25 Gold, Jobs & the Fed: Axel Merk’s Market Outlook
2025-09-12
From the Fed’s next move to the outlook for gold and gold miners, Axel Merk, CEO of Merk Investments, shares with Lance Roberts his take on today’s biggest market risks: The largest jobs revision ever, the Fed’s lagging response, why active management beats passive distortions, and how investors should think about risk, contrarian views, and the role of gold in their portfolios.
0:18 – Introduction of Alex Merk, CEO Merk Investments
2:01 – Annual revisions to BLS Employment Report – Largest negative revision to jobs in history.
4:20 – William Poole’s explanation of BLS numbers & methodology and why markets pay attention.
6:13 – Herbert Hoover’s belief in National Data for creating BLS numbers.
8:19 – The market trades off the data, whether you agree with it or not.
9:35 – How the
Main Street Optimism Ticks Higher Despite Hiring Challenges
2025-09-10
Main Street optimism edged higher in August, as the NFIB Small Business Optimism Index rose to 100.8. That reading sits above the long-term average of 98 but missed the consensus estimate of 101. Stronger sales expectations led the improvement, with a net 12% of owners anticipating higher real sales volumes. This represents a six-point jump …
July Rate Cut Now Has One Fed Vote
2025-07-19
Fed Governor Christopher Waller was crystal clear in a speech on Thursday that he would like the Fed to cut rates in July. Importantly, consider the first line of his speech at NYU: My purpose this evening is to explain why I believe that the Federal Open Market Committee (FOMC) should reduce our policy rate …
7-18-25 Money Scripts & Credit Scores
2025-07-18
Richard Rosso & Matt Doyle host Rich’s last live Radio-episode* and reveal the reason for Matt’s recent absence from the show. Airport Security parameters; strong start to Earnings Season; references to ’80’s TV sit-coms; market futures, Lance’s charts, the ultimate Death Cross; Richard previews Saturday’s (7/19) Candid Coffee, and the genesis of the partnership with Lance Roberts; understanding Money Scripts; Netflix & streaming services; Gen-Z and Social Media. Rich and Matt discuss the possibilities of Mrs. Roberts’ bakery/coffee shop; Retail Sales report analysis: People are still spending. The Paradox of Thrift, Fed meetings and a brief history of the Federal Reserve Banking System. Rich reviews American Express’ report, debt to income ratios and Money Scripts (Brad Klontz); how
7-17-25 The Magnificent Seven are Mediocre
2025-07-17
Are the Magnificent Seven losing their magic? Lance Roberts and Michael Leobiwtz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. As Tech stocks underperform and market concentration risks grow, it’s time to reconsider where market leadership is heading in 2025.
📌 Topics Covered:
Why Magnificent Seven returns are slowing
Comparing FAANG vs Magnificent Seven stocks
Risks of stock market concentration
Signs of S&P 500 leadership rotation
Key takeaways for long-term investors
👉 Don’t forget to like, subscribe, and comment below with your thoughts on the Magnificent Seven!
#MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy
Tags: Featured,newsletter
