Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Banks reporting; JPMorgan kills it, but how are regional banks faring? Stock buy backs this time around are expected to exceed $1-Trillion. mostly benefitting large cap stocks. Markets cling to 100-DMA, and aim for the 50-DMA to set up to rally. Michael discusses portfolio management, and Lance previews his re-release on portfolio gardening. Revealing analysis of "spikey data" in CPI and PPI calculus. Inflation remains sticky at high levels. CPI data is flawed by Shelter component; Airline Fares are "super-spikey." The Fed 2% Inflation number is a "round-down" number. Effects of the Barter Trade: Will slow inflation...AND the economy. The "No-Buy" economy effects on delivery drivers. Lance and Michael discuss insurance companies' changes due to catastrophic losses; Michael provides a content preview of his presentation at this weekend's economic summit, elements affecting bond yields, and "term premium." The Bond Vigilantes are not like Paul Revere; they're not the do-gooders, but opportunists profiting on sentiment. Greedy shorts.
SEG-1: CPI, PPI, GDP, PCE: Which Matters Most to the Fed?
SEG-2: How to Deal with Super-Spikey Data
SEG-3: Insurance Changes from Catastrophic Loss
SEG-4: Why Bond Vigilantes Are Not Do-Gooders
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=wDMhEOXvkBg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s
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Articles mentioned in this report:
"Technical Analysis Is Not Voodoo, Its Vital Context"
https://realinvestmentadvice.com/resources/blog/technical-analysis-is-not-voodoo-its-vital-context/
"Consolidation Continues"
https://realinvestmentadvice.com/resources/newsletter/
"Investor Resolutions For 2025"
https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/
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The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here:
https://www.youtube.com/watch?v=H1UMyISH7Rg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "CPI: The Big Reveal,"
https://www.youtube.com/watch?v=MK0pfosuxMk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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