(5/18/23) Markets rallied to top of their trading range, thanks to better-than-expected results from Target and anticipated from Walmart. The AI Revolution is driving markets upwards with just a few stocks; the impact of AI on Jobs and profit margins still to be seen; there is real potential for productivity increases. Is it real, or is it AI? Which jobs are at risk, and where will new jobs be created? Target & WalMart wins: What recession? Excluding inflation, stocks are down, and there are still recession warnings from Home Depot and Target. Have we already gone through a recession that didn't register? Inflation masks the data. Market expectations vs History: Rate cuts expected in first half of 2024; Fed Funds futures remain bullish; market performance will be very dependent upon jobs.
SEG-1: Markets Lifted to Top of Trading Range
SEG-2: Speculating on the AI Revolution
SEG-3: How Inflation Masks the Data
SEG-4: Market Expectations vs History
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=q-PJcFnut-Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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The latest installment of our new feature, Before the Bell | "Is It Too Late to Get Into AI Trades?" is here:
https://www.youtube.com/watch?v=9uN009ZF1WM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "The Debt Ceiling Debate: Will We Really Default?"
https://www.youtube.com/watch?v=GNboprBa9xg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer
https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw
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Articles Mentioned in Today's Show:
"Headwinds To Lower Bond Yields"
https://realinvestmentadvice.com/headwinds-to-lower-bond-yields
"The AI Revolution. A Repeat Of History."
https://realinvestmentadvice.com/the-ai-revolution-a-repeat-of-history/
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