by Lance Roberts
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| (7/6/23) What to watch for this earnings season: What is the quality of earnings--are companies selling more stuff? Is corporate outlooks still strong? Employment Report tomorrow (7/7) is markets' focus. Pressure is on for Long-term Bonds. Janet Yellen goes to China; Is the whole Employment calculation being done incorrectly? If employment is strong, improvement in services resulting in expansion = inflationary: This is not an environment for cutting rates. The emergence of "Greedflation:" Is it just limited supply in the face of demand? No one thinks about companies' input costs. Now, as prices are starting to fall, how will this affect earnings estimates? The Cure for Inflation is Inflation. Problems occur when government interferes with economic process. Interest rates are a function of economic strength: The Physics of Economics. 2:52 - What to Watch for This Earnings Season 14:36 - Is the Employment Calculation Wrong? 30:05 - Greedflation or Economics 101? 44:10 - The Physics of Economics 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 | "What Bond Prices are Telling us About the Economy" is here: &list=PLwNgo56zE4RA3snVQyugvOF5TwZ1Xu7bm&index=1 -------- Our previous show is here: "Welcome to the Second-half of 2023" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=30s -------- Article Mentioned in Today's Show: "Treasury Yield Curves – Is This Inversion Different?" https://realinvestmentadvice.com/treasury-yield-curves-is-this-inversion-different ------- Register for our next web event: https://us06web.zoom.us/webinar/register/6816835709464/WN_ItmsNXpsRs2uKE6xOrJtdg ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://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 #Employment #Inflation #Jobs #EarningsSeason #CorporateEarnings #BondYields #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.
Excellent job calling out biden that the liar that he is. A criminal to the American people along with his whole administration.
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Market is in the right direction..
these new jobs are added to small business.
most of them are summer seasonal jobs. hourly wages.
may be because Student loan program pause made students to wok more/multiple jobs.
from last couple years, small business had tough time to hire people, but at last they are able to hire with reasonable hourly pay.
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Don't fall for the propaganda, the student loan repayment thing doesn't effect decision-making for those that owe them. Add to that, even though SCOTUS confirmed that the Exec branch can't just wipe away the debt, as of this week the Sec Ed rolled out a program (you'd think they already had it planned out) whereby those who make under 87k per year/household will have a $0 monthly payment. Technically they will be making payments again in August, but the payment will be $0.
Great news for those of us on federal service programs that will pay our loans after 10 years of good payment.
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SPX 1800 next year. 1X sales. History.
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Man, I'd really be ****ed if that happened. That would help with wealth inequality though.
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