HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw
(2/23/23) Markets are receiving a cluster of support; not all tech companies are alike: NVIDIA vs Intel; it is critical for markets to hold support at current levels; the Fed continuing, aggressive rate hikes have yet to affect markets: Impact on futures vs the lag effect; 475-bp increases have yet ot be felt. Don't ignore Chicago Fed Activity Index: the Fed is "dancing around" financial conditions and keeping a lid on the stock market. There is now an alternative to Zero Returns = Cash. Why cash "sitting on the sidelines" isn't necessarily going back into stocks; alternatives to stocks: "Money-good Bonds." When you're betting on junk bonds, "risk-free" is a no-brainer; what the Fed wants is a "Controlled-burn" of asset prices. Bond markets are pricing-in a Fed rate above 5%.Three options: Hard-landing, Soft-Landing, or No-landing, and No-landing isn't going to happen.
SEG-1: Markets' Cluster of Support
SEG-2: Why the Fed is Keeping a Lid on the Stock Market
SEG-3: Investors' Alternative to Zero
SEG-4: Why the "No Landing" Scenario is a no-go
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's show on our YouTube channel:
https://www.youtube.com/watch?v=HA5zXenJcjU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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The latest installment of our new feature, Before the Bell | "Markets Consolidate: What Should You Do?" is here:
https://www.youtube.com/watch?v=zNYwjkEDPIo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "The Problem with Economic Data"
https://www.youtube.com/watch?v=v21rwpoHehE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2852s
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Articles mentioned in this podcast:
"Gold Investors Are Betting on the Fed"
https://realinvestmentadvice.com/gold-investors-are-betting-on-the-fed
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Register for the next Lunch & Learn on Raising Money Smart Kids (2/23/23):
https://us06web.zoom.us/webinar/register/8516736369321/WN_u6P-EAklT0iIgAXc1ChgrA
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Contact Us: 1-855-RIA-PLAN
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