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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 |
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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