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| (12/14/23) Throwing caution to the wind, a dovish FOMC takes the bearish stance away from markets; markets are forming a cup-and-handle pattern, suggesting a rally to record-highs; but that does not preclude a 3- to-5% correction. Bond yields are to fall. Out of control tipping; how the Fed trained investors to expect backup; the Fed's pivot to dovishness: What do they know that we do not? The benefits of lower rates vs risk of more inflation; financial conditions are easing. Look for a huge short-cover rally, and then get ready for correction. But first, more record-highs. Bullish vs bearish commentary; a look at the FRED database; the key phrase is "effective rate." Excess liquidity is leaving the system; where will the Fed turn when it needs more money? THe Fed is still doing QT, reducing liquidity. Economic data remains weak; is the Fed attempting to micro-manage the economy to a soft-landing? The Fed really doesn't know what it's doing. 2:58 - FOMC Throwing Caution to the Wind 14:28 - Tip-shaming & How the Fed Trained Investors 30:14 - After the Rally, Get Ready for Corrections 44:19 - Is the Fed Micro-managing the Economy? Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator -------- The latest installment of our new feature, Before the Bell, "The Santa Claus Rally Arrives Ahead of Schedule," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Elf on the Shelf & The American Dream" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles Mentioned in this Show: "The Markets Are Front Running The First Rate Cut" https://realinvestmentadvice.com/the-markets-are-front-running-the-first-rate-cut/ "The 'American Dream' Isn’t Dead. 10-Steps To Achieve It." https://realinvestmentadvice.com/the-american-dream-isnt-dead-10-steps-to-achieve-it/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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 #FOMC #CPI #Inflation #BondYield #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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