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Is a 75bp Rate Increase Already Baked-in?

(9/19/22) A bit of distraction to start the morning with all eyes on the State Funeral of Queen Elizabeth II; the next meeting of the FOMC is on Wednesday, with expectations for a 75-basis point rate increase already "baked into the cake;" there is concern the Fed could go for a 1% rate hike. Goldman is predicting rates at 4 to 4.25% by the end of the year--hopefully the point at which the Fed will halt rate increases. The Stock Buy-back Blackout period is about to commence, and that activity has made up about 40% of Markets' total return since 2011. Federal Express's earnings miss was accompanied by a negative outlook; the Fred Smith Story; when will Amazon be pre-Prime? Is year-over-year portfolio performance comparison a long-enough perspective/

0:00 - Navigating with The Fed (using lagging data)
[NOTE: The video starts late into the first segment; a complete audio recording can be found on our SoundCloud channel here: https://soundcloud.com/user-949311744/sets/full-show?si=e990e40a35be4b0cba73ec8f40955be1&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing]
9:00 - Why Stock Buy-backs are NOT a Return of Capital to Investors
24:58 - FedEx Fallout
39:04 - Gauging Performance w Proper Perspective

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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