(9/8/22) Markets continue through a holiday-shortened week; use any rally to reduce portfolio risk; the Fed is not backing-off its hawkish stance, but markets are holding support...so far. The Fed's hawkish talk--75bp, with more to come, targeting the 4% range. The ECB is dealing with the same issues as the Fed, plus much higher energy costs. Dealing with the feedback-loop of central bank moves; why dollar strength is a problem for the EU; all currencies are fiat--nothing is "backed" by anything. Liquidity is key; when the dollar tightens, there's a ripple effect for the entire world; the Fed's currency swap-line; with the Russian incursion and higher energy prices, the best way to help the EU is with a stronger Euro; inflation is the bane of bond holders.
SEG-1: What if the Market Breaks Through Support?
SEG-2: Dealing with the Fed's Feedback Loop
SEG-3: The Ripple Effect of Fed Tightening
SEG-4: The EU, Bonds, & Russian's Impact
RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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"Should You Jump Into an EV?"
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Articles mentioned in this podcast:
"Consumer Staples vs. Discretionary"
https://realinvestmentadvice.com/consumer-staples-vs.-discretionary
"Earnings Decline – Likely More To Go Before We Are Done"
https://realinvestmentadvice.com/earnings-decline-likely-more-to-go-before-we-are-done/
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