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| (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 produce a strong economy? Earnings must come down in 2023. The Fed's "controlled demolition" of the economy. 3:12 - Comparing the End of November to End of December 14:39 - Inflation Hits the 12-Days of Christmas 30:31 - Why Wall Street Predictions are a Frivolous Attempt 44:33 - What Market Math is Foretelling Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: "Will Upside Pricing Be Limited??" is here: --THr3g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index -------- Our previous show is here: "Could Blackstone Trigger a Fed Pivot?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s -------- Articles mentioned in this podcast: "Estimating 2023 S&P 500 Price Targets" https://realinvestmentadvice.com/newsletter/ "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- 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 RIA Pro: https://riapro.net/home -------- 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 #CPI #FederalReserve #Inflation #InterestRates #12DaysofChristmas #Markets #Money #Investing |
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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