The Real Investment Show Podcast

Are Markets Front-running Rate Cuts? (12/12/23)


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(12/12/23) It's CPI Day, and November inflation clocked-in at an expected rate of .1%, which now begs the answer to tomorrow's question: Will the Fed do? A review of market performance vs portfolio performance: What metric are you using to measure success? Market history vs current market dynamics, and the investor conundrum" How "this time" could very well be different. We have seen a classical conditioning of the markets: The Fed always comes to the rescue. All you need to know about QE from Ben Bernanke in 2010. Al Gore is up in arms over no elimination of fossil fuels (which are necessary for life as we know it). Tik-Tok news and "adult" discussions; Poll: Are economic conditions getting worse? Data sources. Composites of the CPI: What matters more--CPI or Core CPI (what the Fed looks at). Markets are betting the Fed is done...but, the Fed has not said: Wants lower asset prices, slower economic growth and higher unemployment and disinflation.  Market pre-open commentary; changes in market psychology. SEG-1: CPI Day & Fed Preview SEG-2: The Fed's Classical Conditioning of the Markets SEG-3: Are Economic Conditions Getting Worse? SEG-4: Composites of the CPI Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=Qi7ygBOQt2c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- The latest installment of our new feature, Before the Bell, "Is Measuring Markets By Equal-weighting Better?" is here: https://www.youtube.com/watch?v=wU88QqvjKqc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Ten Steps to Achieving the 'American Dream'" https://www.youtube.com/watch?v=MpGNCtFVKvk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2449s -------- Articles Mentioned in this Show: "The 'American Dream' Isn’t Dead. 10-Steps To Achieve It." https://realinvestmentadvice.com/the-american-dream-isnt-dead-10-steps-to-achieve-it/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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/ #InvestingAdvice #CPI #Inflation #FederalReserve #InterestRates #FedPause #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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