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Have We Already Gone Through a Recession that Didn’t Register?

(5/18/23) Markets rallied to top of their trading range, thanks to better-than-expected results from Target and anticipated from Walmart. The AI Revolution is driving markets upwards with just a few stocks; the impact of AI on Jobs and profit margins still to be seen; there is real potential for productivity increases. Is it real, or is it AI? Which jobs are at risk, and where will new jobs be created? Target & WalMart wins: What recession? Excluding inflation, stocks are down, and there are still recession warnings from Home Depot and Target. Have we already gone through a recession that didn't register? Inflation masks the data. Market expectations vs History: Rate cuts expected in first half of 2024; Fed Funds futures remain bullish; market performance will be very dependent upon jobs.

3:10 - Markets Lifted to Top of Trading Range
14:33 - Speculating on the AI Revolution
30:30 - How Inflation Masks the Data
44:24 - Market Expectations vs History
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 | "Is It Too Late to Get Into AI Trades?" is here:
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Articles Mentioned in Today's Show:
"Headwinds To Lower Bond Yields"
"The AI Revolution. A Repeat Of History."
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#InvestingAdvice #Recession #RetailSales #Target #HomeDepot #Walmart #ArtificialIntelligence #Inflation #Markets #Money #Investing
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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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