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The Economy Trifecta This Month

(9/18/23) Last week's market pressure came from economic numbers; this week, it's the Fed meeting, and the 'will they, won't they' question about raising rates. Most likely, the Fed will hold steady with not rate hike this month. There is an economic trifecta bearing down on markets: The resumption of student loan payments, the UAW strike, and the renewed threat of a government shutdown. September seems to be a month of significance: Historically, the Lehman failure, 9/11... Markets closed down +1% on Friday thanks to extreme options expirations. Man Cave Weekend & Girl Math; Why the UAW Strike isn't the end of the world, but will impact economic activity. Resumption of student loan repayments and government shutdown have more risk to economy. Pizza Sales indicator; the pay disparity myth: it's a job-choice issue. The Myth of Bond Vigilantes; how looking for a recession has morphed into looking for a soft landing; when all the experts agree, something else happens. The Fed is expected to hold firm on rates. There's been only one soft-landing since the end of WW2. The data is flawed: We don't know what we don't know.

2:54 - The Significance of September
14:16 - Man Cave Weekend & Girl Math
17:43 - The Economic Trifecta
30:03 - The Myth of the Bond Vigilantes
44:09 - Four Threats Against a Soft Landing

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell, "When Will Buying Power Return? " is here:
Our previous show is here: "When Your 90-Year Old Parent Moves-in"
Articles mentioned in this report:
"Bond Vigilantes And The Waiting For Godot"
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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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