The Real Investment Show Podcast

What's Up with Inflation? (9/14/23)


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(9/14/23) The ARM IPO debuts today at $51/share; why IPO's aren't a good deal. PPI preview; CPI review: Inflation up on fuel prices and housing costs; the Fed is on hold for now. Market Volatility is very low on a deep sell signal; potential triggers could be the UAW Strike at midnight tonight, government shutdown fears in October, and the reimposition of student loan payments sucking revenue from retail sales. The impact of oil prices on inflation is negligible compared to shelter costs (accounting for over 1/3rd of CPI). Don't expect a large bump in inflation from energy costs. Core Inflation vs Headline Data: Why inflation is calculated this way. What will the Fed do next? They're not saying in order to avoid a market rally. Job Creation planning is at an 8-year low. No more payroll growth = no economic expansion; employment levels now returning to "normal." Traffic tickets & home-life discussions at the Roberts'; market preview & EOY investing strategies; market performance YTD; the need for portfolio managers to "play catch-up" to preserve their jobs. Look for a reversal of stock buyback suppression; 2024 may be "The Year of Value." SEG-1: Is the Fed on Hold? SEG-2: Interpreting Inflation SEG-3: What Will the Fed Do Next? SEG-4: Traffic Tickets, Homelife Discussions, & EOY Investing Strategies 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=3UG4e75gfbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2731s -------- The latest installment of our new feature, Before the Bell, "What's Likely to Trigger the Next Round of Volatility?" is here:  https://www.youtube.com/watch?v=jypMhluou3s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Mortgage Lenders Created Unaffordable Housing" https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this report: "The Lag Effect Unveiled" https://realinvestmentadvice.com/the-lag-effect-unveiled/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- 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 #PPI #EnergyPrices #Shelter #Volatility #ARMIPO #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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