(1/19/23) The Fed Whisperer says there are more rate hikes coming, despite the weight of inflation on markets & the economy. Retail Sales in December were off more than 1% (and 70% of the economy is consumer-driven). Stil to come will be the recessionary effect on earnings, as well as the lag effect of rate hikes. Debt Ceiling Deadline: There will be no default; the Crypto crunch; meanwhile, the same Fed rhetoric: More Rate Hikes to come. When will the Fed stall, and for how long, before the “pivot?” Where to invest as the Fed continues? The Value of the US Dollar: A weaker dollar is better for Commodity purchases; bonds and stocks are pricing-in a Goldilocks environment; stocks vs ETF’s? The issue of volatility is what hampers Crypto-currency; the Yen and Yuan swing +/- 2% in one day! Gold vs Dollar theories.
3:15 – The Fed Whisperer: More Rate Hikes Coming
15:00- Why There Will Be No Default
30:28 – Where to Invest as the Fed Continues Rate Hikes
44:30 – Is the End of the Dollar Impossible?
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
———
The latest installment of our new feature, Before the Bell | “Has Inflation Already Been Beaten?” is here:
——–
Our previous show is here:
“ETF’s vs Stocks: Where are the Investing Opportunities this Year?”
——–
Articles mentioned in this podcast:
“Treasury Bonds FAQ:”
“The “Pain Trade” Is Higher For Now”
——–
Get more info & commentary:
——–
SUBSCRIBE to The Real Investment Show here:
——–
Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
——–
Subscribe to RIA Pro:
——–
Connect with us on social:
#InvestingAdvice #FederalReserve #USDollar #InterestRates #RateHikes #Recession #Inflation #InvestingOpportunities #Markets #Money #Investing…(read more)
LEARN ABOUT: Investing During Inflation
REVEALED: Best Investment During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
I make sure to watch the show when Mike Lebowitz is on. He is a sage.
"declination" – Oh my!
2 year yield chart suggests a bit over 5% to the 2006 peak is still possible after this much needed correction. This period could also represent a longer term bottom in yields is in.
Love the view "inside the studio". Lot of us have never seen this angle before. keep up the great work…. Art
found it
I don't see the 3 min recap any more
The USD is still the cleanest dirty shirt.
Please define "recession" & explain the data / charts that is determinant of a recession. I'd like a "you are here" flow chart explanation or 40,000 foot view if possible. Thanks.