by Lance Roberts
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| (1/27/22) Markets tanked after Fed Chair Jerome Powell's pronouncement of the FOMC's heightened response to the economy with "sooner & faster" rate hikes. In reality, there was very little change from past Fed meetings, but in the presser afterwards, when Powell uttered those two words, markets collapsed and gave up all their gains. The bottom line: The Fed is going to hike rates and reduce its balance sheet, sooner than later, and more rapidly than expected. The problem for the Fed now is, the Yield Curve is already sharply declining, suggesting more economic weakness to come. The Fed doesn't want to get caught with 0% rates and a $9-T balance sheet when a recession hits, essentially with no tools to manage the economy. So which are the lesser of two evils: Raising rates heading into a disinflationary environment, and creating financial instability...but being able to back off those rates and re-expansion of its balance sheet? Meanwhile, where do investors park money? We look at some major players: AAPL, CMCSA, MSFT, - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #FederalReserve #SoonerFaster #Inflation #Oversold #Buyers #Markets #Money #Investing |
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Is Deflation the Watch-word?
2022-01-26
Will the Fed be as aggressive with rate policy in the aftermath of market performance of late? Why MSFT is the best-operating company on the planet; The Fed’s challenge: What to do ahead of the next recession? Headwinds for the Fed: No more liquidity; watchword will be deflation. Why do people want free stuff from the Government? How much negativity has entered markets courtesy of ETF’s? "Buy Beta" will shift to buying alpha with quality and conviction.
1:48 – Fed Meeting Preview: Will the FOMC Remain Aggressive on Policy?
13:06 – This is Where Fundamentals Matter
28:57 – Why Do People Want Free Stuff from the Gov’t.?
43:21 – The Headwinds for Rate Hikes
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
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The Sell-off Episode (1/24/22): Miss the live-stream? Watch the recording of this show on our You…
2022-01-24
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Sell Signals Becoming More Over-sold–Yet Markets Remain Under Pressure
2022-01-18
(1/18/22) Real Yields are on the Rise. Market’s Friday sell-off retested the trend line from October’s lows, but bounced back nicely. This morning, we’ll re-test lower support trend lines again. Sell signals currently keeping markets under pressure are becoming more over-sold. Markets could have an opportunity to rally, but it is doubtful that we’ll re-achieve all-time highs in the market at this time–in fact, we may have already seen the markets’ high for this year! The Fed’s aggressiveness on interest rates is likely to pressure stocks short-term. Staples, utilities, real estate, and things people have to pay for every month will do better heading into this year. Inflation is likely to peak shortly; avoid knee-jerk reactions now because markets are over-sold; when the rally does
Are Tech Stocks Ready to Rally after their Recent Beating?
2022-01-11
(1/11/22) Tech Stocks were under the gun in Monday morning’s action, but by midday, the sector experienced a turnaround, breaking through three standard deviation levels from the 50-DMA. This is a short-term bullish set-up for the Nasdaq. Bollinger Bands have compressed a good bit. A rally here should start to spread those bands. Concerns over interest rates, inflation, and Fed liquidity should suggest a bit more choppiness in the index. This would be a good time to pick through the rubble for stocks that have had their valuations reduced because of recent selling. The not-so-good-news is that the 20-DMA has crossed below the 50-DMA from a technical basis, so there will be some challenges for the Nasdaq: overhead resistance from moving averages, and money flow sell signals would indicate
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