by Lance Roberts
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| Reflecting on the shift in US households from fresh food to sugary, lower quality options. Times have changed. #food #health #family Watch the entire show here: https://www.youtube.com/live/VG5OqhPFss4?si=gV8CSTgQfOyrEfMA YouTube channel = @ TheRealInvestmentShow |
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9-5-24 Limiting Losses With Yield Curve Analysis
2024-09-05
Lance Roberts previews the next Fed meeting: There’s a 50-50-chance of a 50-bp rate cut; will tomorrow’s jobs report show fewer jobs than before Covid? Numbers are suspect with labor "hoarding" a potential problem; negative revisions to JOLTS report, part of a trend of negative revisions back to 2002. Will Yields be 4% by Friday? What the bond market is indicating. Living in the late 1900’s; The Bond Yield Bet: Lots of stragglers to natural buying on demand; depending on the Fed to cut rates. Corporations are shorting Treasuries ahead of their own bond issuances: Corporate debt hedging. There are lots of divergences; Market Data is detached from economic reality. Has the yield curve "normalized?" The differential between 2-yr vs 10-yr Treasuries; what causes behaviors: The Fed. Michael
Bull Steepening Is Bearish For Stocks – Part Two
2024-09-04
Part One of this article described the burgeoning bull steepening yield curve environment and what it implies about economic growth and Fed policy. It also discussed the three other predominant types of yield curve shifts and what they suggest for the economy and Fed policy.
Persistent yield curve shifts tend to correlate with different stock performances. With the odds growing that a long bull steepening may be upon us, it’s incumbent upon us to quantify how various stock indices, sectors, and factors have done during similar yield curve movements.
Limiting Losses With Yield Curve Analysis
Stocks spend a lot more time trending upward than downward. However, in those relatively brief periods where longer-term bearish trends endure, investors are advised to take steps to reduce
Risks Facing Bullish Investors As September Begins
2024-09-03
Since the end of the “Yen Carry Trade” correction in August, bullish positioning has returned with a vengeance, yet two key risks face investors as September begins. While bullish positioning and optimism are ingredients for a rising market, there is more to this story.
How Inflation Data Influences the Economy and Markets
2024-08-27
📈 Understanding data trends is crucial! 📊 Inflation drives the economy. Stay informed for smart investments. 💡 #EconomicInsights #DataTrends
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Watch the entire show here: https://cstu.io/0e1c66
Why Gen Z Is Saying No to Materialism and Collecting Less Stuff
2024-08-20
Gen Z values experiences over material possessions. Are storage units the new trend for sentimental attachment? 🤔 #Minimalism #GenZ
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