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2022-05-11

(5/11/22) The CPI inflation print for April could affect markets today–will it come in softly, or reflect a stronger print from April 2021. If inflation wanes, will the Fed be less aggressive? If so, that’s an encouraging sign for growth stocks in particular. The market Tuesday did try to rally, but failed; markest are still deeply over-sold on every metric we track, so a lot of fuel remains for a rally. Any good news on inflation would tend to provide some lift to markets.

Hosted by RIA Advisors’ Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton
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2022-05-03

(5/3/22) The next Fed meeting is tomorrow, at which the FOMC is expected to hike rates 50-basis points, and reduce its balance sheet by $90-Billion starting in June. But what if they don’t? What if the Fed says it’s raising rates by 75-basis points, and issues a much more hawkish view on inflation? That’s the risk markets are facing as they try to position ahead of the meeting. With markets so negatively biased, any news that matches expectations will be viewed as GOOD news, and markets could rally back to the 50-DMA from here. Markets are very over-sold on multiple levels; so any news that’s not bad news could trigger a reflexive rally. Additionally, the blackout window for corporate share buybacks closed, which could allow for up to $5-billion a day worth of trading, and more upward

2022-04-27

(4/27/22) Markets remain under pressure as earnings come in not as strong as expected. Markets retested March’s low, but this morning futures are pointing higher. Markets remain over sold, so expect at least a small, short-term rally. This would be a good time to rebalance and adjust for risk. Google reported worse-than-expected earnings, breaking down below support. Google is very over-sold but allow the stock to recover as investors digest just how bad earnings were. Microsoft, similarly, has been under pressure, and in a very over-sold condition. We expect it will rally about 7% out of the gate this morning, thanks to yesterday’s earnings beat. Apple reports tomorrow.
Hosted by RIA Advisors’ Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton
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2022-04-21

(4/21/22) The Major Cap companies’ earnings reports are just part of the overall investing picture. The S&P is setting up to rally to previous highs, but because the Fed is about to start hiking rates, we’re expecting continued pressure on equity prices. The NASDAQ is over-sold, like the S&P, but still trading below its 50-DMA. Tech stocks have been under more pressure, lately. A lift to the S&P will also drag the NASDAQ up, as well. Disinflationary pressure in the economy will also lead to a rotation back into growth stocks, which tend to do better in a disinflationary environment. Small-Cap stocks are the most-impacted by slower economic growth, higher interest rates, and inflation; subsequently, these have been really under-performing the larger-cap indexes. Small-Caps are about

2022-04-14

(4/14/22) How does the math of inflation, deflation, and recession work? What if Elon Musk buys Twitter? CPI & PPI: How American’s are coping w highest inflation in 40-years (taking credit card debt); Dealing with the realities of inflation; the drag on the economy & what really causes recession. Corporate earnings reporting: Big Banks; why this time IS a little different–and that’s not good. Expectations for .5% Fed rate hike.

1:35 – The Funny Math of Inflation
12:50 – How We’re Coping with the Highest Inflation in 40-years
28:52 – What Really Causes Recession
42:47 – Why This Time IS a Little Different
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