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10-24-25 Memory Inflation Warps Bond Yields

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Manage episode 446714381 series 1586737
Contenu fourni par The Real Investment Show/Full Show and Lance Roberts. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Real Investment Show/Full Show and Lance Roberts ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
The Conference Board's Economic Surprise Index gauges exactly that: How surprised economists are when things don't pan out as they expected. Like the economy doing better than they think it ought, under the current conditions. Economists are setting themselves up for disappointment; more Americans are living paycheck-to-paycheck. Lance and Michael discuss market psychology and a subset of PTSD known as memory inflation: Things were better (or worse) than they actually were, which is affecting the Bond market, and the realities of inflation vs wages. Addressing chat window commentary: Headlines vs Data: Who should you believe? What we're doing with bonds; looking for a technical bounce. Look for a revision to estimates. SEG-1: Dealing with Economic Surprise SEG-2: Market PTSD & Memory Inflation SEG-3: Headlines vs Data: Who Do You Believe? SEG-4: What We're doing w Bonds Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, ww Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=S3xSgmwD84s&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2104s ------- Articles mentioned in this report: "Memory Inflation Warps Bond Yields" https://realinvestmentadvice.com/memory-inflation-warps-bond-yields/ "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "What the Rising Wedge Pattern May Mean " is here: https://www.youtube.com/watch?v=C7uHTtKv5KI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Technical Analysis Techniques"" https://www.youtube.com/watch?v=PPqRWYTO3Gk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2488s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MemoryInflation #BondYields #FixedIncomeStrategy #InflationImpact #MarketVolatility #TechnicalAnalysis #InvestingRulesOfThumb #MACD #$SPX #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
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1896 episodes

Artwork
iconPartager
 
Manage episode 446714381 series 1586737
Contenu fourni par The Real Investment Show/Full Show and Lance Roberts. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Real Investment Show/Full Show and Lance Roberts ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
The Conference Board's Economic Surprise Index gauges exactly that: How surprised economists are when things don't pan out as they expected. Like the economy doing better than they think it ought, under the current conditions. Economists are setting themselves up for disappointment; more Americans are living paycheck-to-paycheck. Lance and Michael discuss market psychology and a subset of PTSD known as memory inflation: Things were better (or worse) than they actually were, which is affecting the Bond market, and the realities of inflation vs wages. Addressing chat window commentary: Headlines vs Data: Who should you believe? What we're doing with bonds; looking for a technical bounce. Look for a revision to estimates. SEG-1: Dealing with Economic Surprise SEG-2: Market PTSD & Memory Inflation SEG-3: Headlines vs Data: Who Do You Believe? SEG-4: What We're doing w Bonds Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, ww Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=S3xSgmwD84s&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2104s ------- Articles mentioned in this report: "Memory Inflation Warps Bond Yields" https://realinvestmentadvice.com/memory-inflation-warps-bond-yields/ "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "What the Rising Wedge Pattern May Mean " is here: https://www.youtube.com/watch?v=C7uHTtKv5KI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Technical Analysis Techniques"" https://www.youtube.com/watch?v=PPqRWYTO3Gk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2488s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MemoryInflation #BondYields #FixedIncomeStrategy #InflationImpact #MarketVolatility #TechnicalAnalysis #InvestingRulesOfThumb #MACD #$SPX #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
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1896 episodes

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