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| (1/30/23) As January comes to a positive close, investors face a wall of worry: A cluster of moving averages are trending upward, a near-record level of cash in money markets, and what if the Fed cuts rates in July? Ah-ha, but what if the Fed raises rates this week by a half-point instead of a quarter?? What will Jerome Powell say? Philadelphian's climbing greased poles to celebrate Eagles' advance to Super Bowl 57; Louisiana Senator John Kennedy's advice on the debt crisis; the big risk to markets this week is what the Fed will say after its Wednesday meeting. Earnings Season rolls-on with typical results from lowered bars to exceed. Key question: What is the quality of earnings? Stocks w missed earnings are doing better than the over-achievers. The key inflation gauge = Money Supply (M2). Monetary Velocity = M2/GDP: How fast is money moving through the economy? Many pundits anticipating a "soft landing," vs making the case for recession. Greenspan: Wages and prices continue to rise, but at a slower pace. 3:07 - Anticipating Jerome Powell's Fed 14:25 - Greased Light Poles 16:11 - Emergency Measures to Pay Bills 30:27 - What Really Matters this Earnings Season 44:32 - Money Velocity & Prescient Pundits 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 | "Markets Bullish Despite Negative Signs" is here: _TCZSUs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Is Working From Home Really More Productive?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2672s -------- 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 #Inflation #FederalReserve #JeromePowell #WallofWorry #M2 #MoneySupply #VelocityOfMoney #SenJohnKennedy #DebtCeiling #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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