The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what it means for global markets, supply chains, and future negotiations. Danny reviews his trip to South Africa, and they discuss the possible impact of AI on employment; market dynamics are being pulled by two forces: older, more bearish investors, and youthful, more bullish types; dealing with investor exhaustion. The first fallout from the GLP-1 craze is Weight Watchers' bankruptcy; health = wealth.
SEG-1: Fed Day Preview - China Blinks
SEG-2a: Speaking Like Alpha's & Danny's Travelogue
SEG-2b: China Returns to the Table
SEG-3a: What Is Overall Impact of AI?
SEG-3b: Market Dynamics - Where Are Investors Going?
SEG-4: GLP-1 Fallout - Weight Watchers' Bankruptcy
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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Articles mentioned in this report:
“Curb Your Enthusiasm” In 2025
https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/
"Resistance Is Futile” – For Both Bulls And Bears"
https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/
"Economic Decline Gains Momentum"
https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/
"Spock And The Logic Based Approach To Volatility"
https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/
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The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here:
https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "No Free Lunch: The Hidden Costs of 'Free' Investment Advice"
https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s
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