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Living with the Lag Effect

(7/20/23) Earnings season continues with Regional Banks' performance, "so far, so good," but related concerns persist. Markets have retraced over 78% of their decline from January 2022 all-time highs; are new, all-time highs about to he achieved? Are banks presently enjoying a perfect economic environment? Are companies pricing-in growth that cannot be delivered? Sector rotation impact; looking at the lag-effect; how to higher interest rates affect the US Treasury? Debt interest expense increases. (Teenager Blessings) Companies' ability to pass along price increases to consumers is easier when inflation is high; how will margins be affected? The Lag Effect affects us all, but differently.

2:08 - Regional Banks Earnings Update: So far, so good
14:32 - Markets Can't Stop/Won't Stop Mentality
29:23 - Looking for the Lag Effect
43:23 - Companies' Ability to Pass-on Inflation to Consumers

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in today's show:
The End of an Era for Stocks, Warns the Fed
https://realinvestmentadvice.com/the-end-of-an-era-for-stocks-warns-the-fed
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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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