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How Real Rates Drive Stock Prices (10/26/23)

(10/26/23) Q3 GDP grew at an annual rate of 4.9% in the 3rd Quarter: It's not uncommon to see an economic uptick in economic activity prior to a recession; however, not all is rosy: bankruptcies are surging. Wednesday was not a pretty day in markets, with confirmation of a break of support at the 200-DMA. Market expectations for GDP and the effects of inflation; what are the ramifications? The regional bank problem was a problem for all banks. Banks matter because we are a credit-driven economy. Lag effects generally take 5 to 9 quarters to emerge. A Zero-deficit = negative GDP. Government debt and deficits reduce economic growth. Market correction is underway, as predicted, and there is concern for markets for 2023. How best to reposition portfolios; what earnings are telling us. Bond vs stocks, Value vs Growth stocks next year? The Fed is predicted to do nothing at next week's meeting; high interest rates are doing the Fed's work. Bill Gross: Economic deterioration is worse than people think; what are economists seeing? Pay attention to more recent data, like credit card spending and jobless claims. The problem with inflation is how it is measured.
2:52 - Q3 GDP Preview
14:17 - Why Banks Matter; A Credit-driven Economy
30:13 - What Corporate Earnings are Telling Us
44:09 - Previewing Powell

Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell, "Markets Confirm the Break of the 200-DMA" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
Our previous show is here: "Are Gloom & Doom Scenarios Correct?"
Articles Mentioned in this Show:
"Real Rates Drive Stock Prices"
"The Pain Trade Is Higher Into Year-End"
"Surging Deficits – The Bear’s New Meme"
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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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