(12/5/22) Welcome to the first, full-week of trading for December, and the first test of the 200-DMA; the Fed rate hikes will continue until morale declines: The Fed does not like market rallies. Look for revisions next year in jobs numbers being reported now; watch the Dollar. Mutual fund and Portfolio repositioning is part of the rally in bonds; there is nothing from the Fed of a pending pivot, but markets continue to anticipate such. Will earnings continue to grow, or will estimates be revised downward? Is the new Bull Market back? We'll only know in hindsight when the market bottom was reached; a bull market rally undermines the Fed. Are too many people calling for a Recession for recession to occur? More articles appearing calling for a "soft landing." Is there a path to "immaculate dis-inflation?" The fallacy of Jobs reporting, and the great debate: How to get to 2% inflation? Will require 2% GDP growth and 2% unemployment. End of the year dynamics & expectations: What markets feel like vs reality; a weaker dollar makes for more bullish markets. 3:14 - The Fed Rate Hikes will Continue Until Morale Declines 14:37 - The Big Rally in Bonds 30:37 - It's too early to say 'Inflation has been conquered' 44:33 - Market Expectations Based on Hope Instead of Facts Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: "Markets Break Following Fed Speech" is here: -r-DDok5s&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "All I Want for Christmas is a Gift of Stocks" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- 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 RIA Pro: https://riapro.net/home -------- 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 #FederalReserve #WeakDollar #InterestRates #JeromePowell #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing |
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