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The Fed’s Nirvana Moment

(6/22/23) HOUR ONE: Investor sentiment vs Consumer sentiment: This is problematic for the Fed; a re-acceleration of Inflation? Housing is beginning to stabilize, with shallow inventory keeping prices high. What is moving Markets: Swiss & UK interest rate increases; Inflation is NOT coming down. the Fed's not done, despite falling headline inflation. YOY inflation may be at zero, but prices remain high. Core inflation remains high; when will the lag effect appear? What the Fed needs: Mild recession with high unemployment. Jerome Powell's comments; looking at Recession indicators. Why would the Fed cut rates now?? The risk of bank failures: Higher rates jeopardize bank holdings. What the Fed does affects only the short-end of the curve: Two-years max. The demand for bonds from money market funds. The Fed is trying to engineer a recession. The problem with jumping into things: Are annuities right for you? Always ask, 'what comes next?' There is a downside to annuities.

HOUR-TWO: (Live Q&A from Radio listeners & YouTube audience) Market pre-open commentary; pensions are going away; Is Advanced Auto Parts a 'wide-moat' company? (No.) Bond investment strategies. investing in precious metals & mining gold. Durations in Portfolios: Owning actual bonds vs TLT Funds. S&P 500 vs Equal Weight? Will higher unemployment help increase housing supply? (Yes.) Stock/Bond allocation recommendations; Who pays for new housing projects? Home Builders. more multi-family housing projects are facing a coming blowback: Too many being build. How do insiders invest? A peek through SimpleVisor tools. Market futures commentary: Nothing new from Jerome Powell expected today. Will the Fed stop hiking rates if unemployment rises? (Yes.) Economy is 70% consumption; production has to also be reduced. Markets are not cooperating. Reduce demand by reducing work. @-yr vs 30-year Bond Yields? (There will be some math involved.) Why 20-yr yields run higher than 10-yr. Separate Dividend stocks vs ETFs? Go for the stock. Pensions vs S&P 500.

0:00 - HOUR-ONE Tease/Intro:
0:49 - Investor & Consumer Sentiment Problematic for the Fed
9:36 - The Fight for Inflation
21:10 - The Fed's Nirvana Moment
32:57 - The Good & Bad Sides of Annuities
HOUR TWO (Live Q&A):
44:30 - Market Commentary
47:59 - Investing for Retirement
53:44 - Bond Investing Strategies, S&P 500 vs Equal Weight
1:05:27 - Stock/Bond Allocation Recommendations
1:16:59 - The Fed's Unemployment Goals; Calculating Bond Yields
Hosted by RIA Advisors 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 Looking for Excuse to Pull Back" is here:
Our previous show is here: "Will Student Loan Repayments Choke the Economy?"
Article Mentioned in Today's Show:
"Speculation In A.I. May Face Challenges"
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Lance Roberts
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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