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| DESCRIPTION: HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw (2/16/23) Buyers are consistently moving into the markets, and there are two ways this can go: Trade sideways, or price declines. The Citibank Surprise Index indicates optimism may weaken; that anticipated recession is not being picked up in economic data...yet. Markets remain in rising trendline; a corrective process is needed. The Economic Conundrum: Good numbers vs Fed desire to quell economic growth leading to more inflation; there is concern this time economy is severely leveraged, and impact of rate hikes on debt service. Still to be seen is impact of higher corporate tax (15%) on earnings. Markets continue to open weak but finish strong. How much remaining economic octane is hold-over from pandemic stimulus? M-2 is still a high percentage of GDP. What if Recession is delayed until 2024 as a result of the lag-effect? Why should the Fed consider lowering interest rates if the economy is doing so well? The odds of increasing Quantitative Tightening are going up. Why does the Fed need a recession? The Fed needs consumers to stop spending. Raquel Welch passes away at 82; Markets and Investor convictions: Markets are not paying attention to the Fed or economic data. The FOMO, YOLO Risk-on appetite continues, right or wrong--it is what it is. What if markets continue upwards and are then hit with downturn--possibility of 30% loss. 3:14 - Buyers Continue to Move Into Markets 14:30 - Economic Conundrum: Good Economic Numbers vs. Fed Desire to Quell Economy 30:19 - What if Recession is Delayed Until 2024? 44:25 - Raquel Welch 46:26 - Investor Convictions Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell | "Watch for the Lag-effect of Interest Rates" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "No End to Fed Rate Hikes in Sight" -0U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s --------- Register for the next Lunch & Learn on Raising Money Smart Kids (2/23/23): https://us06web.zoom.us/webinar/register/8516736369321/WN_u6P-EAklT0iIgAXc1ChgrA -------- Articles mentioned in this podcast: "Janet Yellen Should Focus On HOPE" https://realinvestmentadvice.com/janet-yellen-should-focus-on-hope ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: 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/ #InvestingAdvice #EconomicConundrum #Recession #RetailSales #CPI #Inflation #InterestRates #CPI #RisingValuations #DecliningEarnings #Markets #Money #Investing |
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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