The Real Investment Show Podcast

6-10-24 Rising Unemployment Rate: A Possible Recession Indicator?


Listen Later

Employment Report Headlines are stronger than the underlying data shows; economic activity is slowing, but markets remain upbeat. Markets have been quiet; complacency can lead to unexpected things. Markets tested 20-DMA and rallied; will re-test that level today...again. FOMC Meeting this week + CPI Inflation data could trigger a change: Markets' performance has been predicated on Fed rate cuts. How we get the employment numbers: Data vs surveys. The gap between households and BLS is growing; something is wrong with the adjustments. Why $20/hr minimum wage isn't working. Look at wages vs total compensation. Employment numbers are likely to be revised downward. Analysts' estimates are unrealistic in the face of economic data. Commodities in Boom-Bust cycles; supply/demand imbalances. Looking at Copper; the Hunt Brother's silver gambit fail. What will happen in the markets when buy back blackout period begins. SEG-1: Employment Report Review; Markets to Retest 20-DMA SEG-2: Headline Employment Numbers Belie Economic Weakness SEG-3: Analysts' Estimates Exceed Economic Reality SEG-4: Commodities in the Boom-Bust Cycle Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=1eUrYPVoG3M&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "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, "Will the Fed Reverse Quantitative Tightening?" is here:  https://www.youtube.com/watch?v=V8ffEG0Bmas&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Maximize Your Severance Package" https://www.youtube.com/watch?v=SYY5pKt8vI4&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/ #UnemploymentRate #TwelveMonthAverage #Recession #Trending #EconomicIndicators #LaborMarket #EconomicTrends #Workforce #JobMarket #EmploymentStatistics #EconomicAnalysis #Economy #RecessionIndicators #UnemploymentTrends, #LaborForce #EconomicOutlook #JoblessRate #FinancialAnalysis #Macroeconomics #EconomicConditions #DownturnRisks #EmploymentData #Commodities #BoomBustCycle #Copper #Silver #HuntBrothers #Markets #Money #Investing
...more
View all episodesView all episodes
Download on the App Store

The Real Investment Show PodcastBy Lance Roberts

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

45 ratings


More shows like The Real Investment Show Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

587 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,069 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

933 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,032 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

461 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,353 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

380 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

213 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

363 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

36 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

92 Listeners