(9/1/22) What would happen if markets break through the 50-DMA? We're treating any market rally as an opportunity to sell and reduce equity risk; parsing Jerome Powell's post-Jackson Hole comments; bringing pain to households and businesses, and the beginning of the Price-Wage spiral; will the Fed start to pay more attention to employment numbers? The stats on the Great Resignation--there's a little remorse. The dynamics of house prices, and response to Fed rate hikes; payments and psychology in house buying. The biggest risk to markets is a Fed policy mistake: moving interest rates higher based on lagging economic data, with delayed results by as much as 12-months. Why the Fed should set rates and "let it sit." Quantitative Tightening is the elephant in the room: What interest rate will break the economy? 3:19 - What if Markets Break the 50-DMA? 14:33 - Parsing Jerome Powell & the Beginning of Price-Wage Spiral 30:36 - Is this a Housing Recession or Correction? 44:39 - The Biggest Risk to Markets: A Fed Policy Mistake RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: It Was a Bear Market Rally, After All" is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "What CEO Confidence is Saying" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Articles mentioned in this podcast: "Market Sell-Off As Jackson Hole Leans Hawkish" https://realinvestmentadvice.com/market-sell-off-as-jackson-hole-leans-hawkish/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestmentAdvice #EmploymentReport #QuantitativeTightening #InterestRates #Inflation #Markets #Money #Investing #BattleshipTexasFoundation |
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