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What’s Jerome Powell Afraid of?

(12/1/22) Is the Bull Market back? Fed Chairman Powell's somewhat dovish stance on Wednesday rallied markets to an over-3% gain, begging the question: What is Jerome Powell afraid of? Meanwhile, Markets have been consolidating for the past 6-months, and so remain. What markets DIDN'T hear was that rate hikes will continue at a slower pace, but WILL continue. Concerns about over-tightening overshadowed other issues, like the price-wage spiral, and what's likely to occur in the second half of 2023; PCE vs CPI inflation. Michael Lebowitz needs a Jim Adler-esque nickname (the Maryland Mauler?) 20% market moves in either direction no longer define markets; price trends do. Technicals vs Fundamentals: the lag effects are just starting to be felt, and QT is still going on. Don't fight the Fed; questioning the JOLT numbers; anomalies are in all the data. JOLTs & SHARTs; what about this year's Santa Claus Rally? How can we not avoid Recession in 2023? The Fed may have already over-tightened.
3:12 - What's Jerome Powell Afraid of?
14:32 - What the Fed said vs What the Markets Heard
30:31 - Michael's Nickname
31:10 - Fundamentals vs Technicals & The Lag Effect
44:29 - JOLTs & SHARTs
46:20 - Has the Fed Already Over-tightened?
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,w Portfolio Manager, Michael Lebowitz, CFA
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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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