(5/9/23) Wednesday's (5/10) CPI report on inflation will likely be The Market Moving report of the week: However, NFIB data is similarly important, although less-reported. the Bank Lending Standards report tends to underscore banks' doing the Fed's bidding in tightening credit. The sugar rush is over; Money printing vs asset swaps; liquidity is still in the system, which is why the economy is remaining resilient. The Broken Window Fallacy applied; the Inflation Reduction Act is still pumping liquidity into the system = Inflation. An illustrated explanation why Markets continue to perform bullishly; it may be easy to be bearish, but markets are telling us differently: A time line of how we got here.
SEG-1: CPI will be the market-moving report of the week
SEG-2: The Impact of Liquidity on Economic Activity
SEG-3: Why Markets Continue to Perform Bullishly
SEG-4: It's Easy to Be Bearish: A Brief Timeline of How We Got Here
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's show on our YouTube channel:
https://www.youtube.com/watch?v=ls6in3aXAUM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s
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The latest installment of our new feature, Before the Bell | "Was the Fed's last rate hike The Last Rate Hike?" is here:
https://www.youtube.com/watch?v=EC2rh0poL9o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Here are articles mentioned in today's show: "
COT Extreme Positioning Suggests The Bears May Be Wrong"
https://realinvestmentadvice.com/cot-extreme-positioning-suggests-the-bears-may-be-wrong/
"Economic Stagnation Arrives As “Sugar Rush” Fades"
https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/
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Our previous show is here: "What Happens If the Debt Ceiling Is Not Raised"
https://www.youtube.com/watch?v=bpMadT3SqH8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s
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https://us06web.zoom.us/webinar/register/7516747839784/WN_yEQ0iBgwQ2WdIexCLAdpPQ
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#InvestingAdvice #Inflation #CPI #EconomicActivity #BullishMarket #BearishMarkets #Liquidity #Federal Reserve #Markets #Money #Investing
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