The Real Investment Show Podcast

Has the Fed Shifted Tone? (10/12/23)


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(10/12/23) Healthcare, Israel, & Fed Minutes: Anticipating today's CPI report (clocking-in at a hotter-than-expected .4%); the sharp changes in oil prices and interest rates; CPI Preview: The Monthly Moment. PPI hotter than expected .3%; Fed minutes reveal nothing new. The need for EOY performance: Career preservation for managers. Changes in financial tightening and oil prices are a result in shifts in Fed tone. Markets are moving into seasonally strong period of the year. Falce narrative: No one wants our debt. Why China has to use the dollar. SEG-1: Healthcare, Israel, & Fed Minutes SEG-2: The Subtle Shift in Fed Tone SEG-3: Markets Move Into Seasonally strong Period of the Year SEG-4: Birkenstocks: Trend or Fad? Why Yields Are Going Up 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 on our YouTube channel:   https://www.youtube.com/watch?v=6olv5z7fy-c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- The latest installment of our new feature, Before the Bell, "Supply Build Causes Oil Price Drop" is here: https://www.youtube.com/watch?v=0XhS6bpASeU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1https://www.youtube.com/watch?v=LDaVn-TQ7M0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Israel Conflict Ignites Flight to Safety" https://www.youtube.com/watch?v=W1PA85k5RgM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles Mentioned in this Show: Bond Valuations Are Cheap https://realinvestmentadvice.com/bond-valuations-are-cheap/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Luinch & Learn: "Transitioning to Medicare:" https://us06web.zoom.us/webinar/register/3416958364820/WN_Gl2MmDeYR3CrRA11NmC1dQ ------- 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 #Healthcare #ObamaCare #IsraelWar #FederalReserve #PPI #CPI #Inflation #OilPrices #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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