(6/5/23) Stock Buyback Blackout: Monetary impact exits market for now; predicted sector rotations fueled markets to three standard deviations above 50-DMA; prepare for pullback! OPEC Production cuts spike oil prices; Headline Employment Report beats expectations...again. What will the Fed do next week? Very large Birth/Death ratio adjustment; BLS vs Household Surveys: Number of self-employed declines. Cannot have recession without higher unemployment (interestingly, almost all jobs created were part-time.) The Fed wants higher unemployment; next meeting next week: Will the Fed Hike or Hold rates? Depending upon tighter bank lending rules to curb spending, slow inflation; markets have begun to price-in another rate hike. The Fed doesn't need to cut rates. Re-Funding the Treasury General Account (TGA): Where's the money going? What is the risk to equity markets? Money Market Funds own short-term Treasuries. 3:07 - Sector Rotation Fuels Market Rally 14:30 - Jobs Report Beats Estimates 30:33 - Anticipating the Fed: Will They Hike or Hold? 44:31 - The Next Crisis: Re-funding the TGA: Where's the Money Going? 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 | "Can Markets Follow Thru on Friday's Rally? " is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "What Will Today's Employment Numbers Mean for Rates? " _Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- 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 #FederalReserve #InterestRates #EmploymentReport #Treasuries #Inflation #Recession #Markets #Money #Investing |
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