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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.
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6-13-24 Federal Reserve And BLS Labor Data Discrepancies Explored

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Manage episode 423408297 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.
June is half-over, and the stock buy back blackout begins today, removing that source of activity from the market. Economic data points continue to weaken, but Fed Chairman Jerome Powell wants to see "more good data." There is an alternative universe of debt; the Fed wants weaker economy so they can lower rates. The S&P 500 sets another new, all-time high; Apple, Miscrosoft, & Nvidia are driving the market. There is an ever-widening performance gap between the S&P 500 and everyone else. Mrs. Roberts' Roomba and an FOMC Meeting recap; the economy is "normalizing." Jerome Powell's humility; interest rates are restrictive; the problem with being data-dependent. Elon Musk's pay package; markets are still being driven by fewer and fewer stocks; buy backs' influence on market performance; was Apply buying back shares to bolster reaction from Apple Intelligence rollout? What happens when correction comes; what will trigger. Chocolate chip cookies & Cinnabons; the Bond market is picking up as consumer spending slows. there's plenty of room for downside in bonds; Gold's response to real rates. Speculation is driving gold. Private Credit opportunities and trends. Buy now pay later companies' credentials are very opaque; are you being rewarded for the risk you're taking on? SEG-1: Lopsided Market Response to FOMC Meeting/Inflation SEG-2: FOMC - The Economy is Normalizing SEG-3: Markets' Driven by Fewer Stocks - What Happens When Correction Comes? SEG-4: CPI & Employment Data is Belying Deeper Problem Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=EarrHemHx5U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Golf and Investing: Mastering Long and Short Games For Success" https://realinvestmentadvice.com/golf-and-investing-mastering-long-and-short-games-for-success/ "It’s Not 2000. But There Are Similarities." https://realinvestmentadvice.com/its-not-2000-but-there-are-similarities/ "Are Economic Reports Pointing To A Recession?" https://realinvestmentadvice.com/newsletter/ "Commodities And The Boom-Bust Cycle" https://realinvestmentadvice.com/commodities-and-the-boom-bust-cycle/ ------- The latest installment of our new feature, Before the Bell, "Market Deviation from 50-DMA is Extreme " is here: https://www.youtube.com/watch?v=UrXTxLY9ihQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Managing Risk & Returns with Individual Treasury Bonds" https://www.youtube.com/watch?v=5E6tkkfvRTQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- REGISTER for our next Candid Coffee (6/29/24): https://streamyard.com/watch/TX6irKYnjHnh ------- 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/ #LaborMarket #Overstated #BLSdata #FederalReserve #Employment #ElectionCycle #JobStatistics #EconomicIndicators #DataDiscrepancies #UnemploymentRates #MarketDataAnalysis #LaborStatistics #JobMarket #EmploymentReports EconomicDataReliability #Markets #Money #Investing
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1828 episodes

Artwork
iconPartager
 
Manage episode 423408297 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.
June is half-over, and the stock buy back blackout begins today, removing that source of activity from the market. Economic data points continue to weaken, but Fed Chairman Jerome Powell wants to see "more good data." There is an alternative universe of debt; the Fed wants weaker economy so they can lower rates. The S&P 500 sets another new, all-time high; Apple, Miscrosoft, & Nvidia are driving the market. There is an ever-widening performance gap between the S&P 500 and everyone else. Mrs. Roberts' Roomba and an FOMC Meeting recap; the economy is "normalizing." Jerome Powell's humility; interest rates are restrictive; the problem with being data-dependent. Elon Musk's pay package; markets are still being driven by fewer and fewer stocks; buy backs' influence on market performance; was Apply buying back shares to bolster reaction from Apple Intelligence rollout? What happens when correction comes; what will trigger. Chocolate chip cookies & Cinnabons; the Bond market is picking up as consumer spending slows. there's plenty of room for downside in bonds; Gold's response to real rates. Speculation is driving gold. Private Credit opportunities and trends. Buy now pay later companies' credentials are very opaque; are you being rewarded for the risk you're taking on? SEG-1: Lopsided Market Response to FOMC Meeting/Inflation SEG-2: FOMC - The Economy is Normalizing SEG-3: Markets' Driven by Fewer Stocks - What Happens When Correction Comes? SEG-4: CPI & Employment Data is Belying Deeper Problem Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=EarrHemHx5U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Golf and Investing: Mastering Long and Short Games For Success" https://realinvestmentadvice.com/golf-and-investing-mastering-long-and-short-games-for-success/ "It’s Not 2000. But There Are Similarities." https://realinvestmentadvice.com/its-not-2000-but-there-are-similarities/ "Are Economic Reports Pointing To A Recession?" https://realinvestmentadvice.com/newsletter/ "Commodities And The Boom-Bust Cycle" https://realinvestmentadvice.com/commodities-and-the-boom-bust-cycle/ ------- The latest installment of our new feature, Before the Bell, "Market Deviation from 50-DMA is Extreme " is here: https://www.youtube.com/watch?v=UrXTxLY9ihQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Managing Risk & Returns with Individual Treasury Bonds" https://www.youtube.com/watch?v=5E6tkkfvRTQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- REGISTER for our next Candid Coffee (6/29/24): https://streamyard.com/watch/TX6irKYnjHnh ------- 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/ #LaborMarket #Overstated #BLSdata #FederalReserve #Employment #ElectionCycle #JobStatistics #EconomicIndicators #DataDiscrepancies #UnemploymentRates #MarketDataAnalysis #LaborStatistics #JobMarket #EmploymentReports EconomicDataReliability #Markets #Money #Investing
  continue reading

1828 episodes

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