by Lance Roberts
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| (6/15/23) How long can the markets' buying stampede continue? The markets' reaction to Fed rate pause announcement: Meh. The next logical point for correction is to 4,000. Markets didn't blink on less-than-dovish comments by Jerome Powell: Two more rate hikes are possible this year, but no commitment to do so in July. And why would the Fed cut rates, unless there's a problem? (Has the market mis-read the Fed?) The Fed calculates inflation in myriad ways. We've yet to see the full impact of rate hikes. Jeff Gundlach: Valuations are not in synch with Companies' performance. Markets are being driven by only a few stocks. Retail sales resist slowing down: Consumers are paying more but getting less. Inflation screws around w economic indicators. Johnson Red Book show retail sales flat; the phenomenon of labor hoarding. 3:08 - Markets Don't Blink at Fed Decision 14:30 - The Fed's Hawkish Pause 30:24 - Jeff Gundlach commentary: Valuations are Not in Sync w Companies' Growth 44:37 - Retail Sales Resist Slowing Down, Confounding the Fed Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell | "The Fed Pauses...at least for now" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Are Higher Rates Here to Stay?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- Article Mentioned in Today's Show: "Relative Rotation – Unlocking the Hidden Potential Part 1" https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://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 #FOMC #InterestRates #Inflation #JeffreyGundlach #Valuations #RetailSales #Markets #Money #Investing |
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Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
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Articles mentioned in this report:
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https://realinvestmentadvice.com/apples-magic-are-buybacks-worth-paying-up-for/
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How to Respond to the Powell Pivot (12/19/23)
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SEG-1: Why Analysts Are Always Bullish, Pt-1.
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Watch today’s show on our YouTube channel:
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2656s
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The latest installment of our new feature, Before the Bell, "Markets Begin Year-End Gyrations" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=4s
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Our previous show is here: "Is the ‘Everything’ Rally
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