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| HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw (3/20/23) The SVB failure was an issue of falling collateral value and the velocity of money through mobile banking. Regional banks are also facing aftereffects; what is "too big to fail?" What are the realities of remaining risk in the system? Is a limitation on mobile banking coming? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell | "Credit Suisse Making Ripples in the Pond" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Day-Two of Bank Bailout Week" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this podcast: "Bank Runs. The First Sign The Fed “Broke Something.”" https://realinvestmentadvice.com/bank-runs-the-first-sign-the-fed-broke-something/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CreditSuisee #CPI #Inflation #FederalReserve #SiliconValleyBank #Bailout #RateHike #BankRegulation #Markets #Money #Investing |
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Why the Credit Suisse Bailout is Significant: SIFI
2023-03-16
HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw
(3/16/23) Credit Suisse secures a $50-B loan from the Swiss National Bank: Is this only the first bailout? Why markets have really gone nowhere; this is why context matters. It’s important to keep a proper perspective as an investor: Ignore the TikTok experts and look at the data; a longer-term view is best. Why the Fed will not cut rates next time; expectations are for a 25-bp increase. The culprit is sticky high inflation; Banks are about to tighten credit. Sorting thru the risks; the ECB announces policy today; looking for a "short and shallow" recession. Credit Suisse is not SVB; it’s another Lehman: A SIFI (Significantly Influential Financial Institution), with counter-party risks to
Day-Two of Bank Bailout Week
2023-03-14
HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw
(3/14/23) It’s Day-Two of Bank Bailout Week, with still-inflationary CPI numbers adding to the mix of woes and worries for the Federal Reserve. The failure of Signature Bank and SVB underscore what happens when regulations are defanged, and Rule 157 is repealed, allowing fuzzy math to prevail. Are banks really too big to fail? The irony of the co-author of the emasculated Dodd-Frank legislation, Barney Frank, sitting on the board of defunct Signature Bank; the differences between Big Banks and Regional Banks. Don’t Panic; a look at regional banks’ comparative lack of flexibility in troubled times. The new immediacy of deposit withdrawals; The Fed now risks credibility, caught between
What Will Jerome Powell Break Next?
2023-03-08
HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw
(3/8/23) Jerome Powell testifies as expected to the Senate Banking Committee, promising more rate hikes for as long as it takes to quell inflation. There is now a 70% chance of a .5% rate hike this month; terminal rate is now anticipated to reach 5.6%. The on way to bring down inflation is to create a recession. Recap of Money Smart Kids presentation; the need for 20% down. The importance of Money Scripts and money conversations with kids. Just because people can save money doesn’t mean that they will. Why limit savings accounts? The Secure Act 2.0 and re-thinking retirement; too many Americans cannot afford to save; mandatory savings to start at 3%; no more "set-it-and-forget-it." Rule of
How Hawkish will the Fed Be This Time? | 3:00 on Markets & Money
2022-12-14
(12/14/22) The latest Fed policy will be revealed this afternoon, along with a half-basis point hike in interest rates. It will be in the follow-up press conference that Fed Chairman Jerome Powell lays out his vision for what is to come. Markets meandered yesterday with the realization that inflation IS coming down, but at 7.1%, the Fed is not going to come off its rate hike campaign. All of the previous increases, and the ones to come, have still not worked through the economy yet. Expect Jerome Powell to be very clear about future plans, and the possibility of hiking rates more than needed to quell inflation.
Hosted by RIA Advisors’ Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton
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Get more info & commentary:
The Fed’s “Controlled Demolition” of the Economy
2022-12-12
(12/12/22) What will CPI say? comparing the end of November to the end of December; CPI movement. FOMC meeting on Wednesday; emails asking about getting in to 10-Yr Treasuries; you’ve missed that boat. Looking ahead to CPI and inflation in The 12-days of Christmas = $45,523, up 10-1/2%. household inflation is much higher than CPI. Why is there such a disconnect? Price Inflation/Shrinkflation; why prices may not come down as rapidly (or as much) as Inflation recedes. Wall St.’s predictions are a frivolous attempt; Goldman S&P target of 5,000 did not happen. What happens in an earnings recession? Valuations are not a good market timing tool. Market math is foretelling lower pricing/valuations for 2023. What "neutral" interest rate would tame inflation, create demand destruction, yet
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