(6/5/23) Stock Buyback Blackout: Monetary impact exits market for now; predicted sector rotations fueled markets to three standard deviations above 50-DMA; prepare for pullback! OPEC Production cuts spike oil prices; Headline Employment Report beats expectations...again. What will the Fed do next week? Very large Birth/Death ratio adjustment; BLS vs Household Surveys: Number of self-employed declines. Cannot have recession without higher unemployment (interestingly, almost all jobs created were part-time.) The Fed wants higher unemployment; next meeting next week: Will the Fed Hike or Hold rates? Depending upon tighter bank lending rules to curb spending, slow inflation; markets have begun to price-in another rate hike. The Fed doesn't need to cut rates. Re-Funding the Treasury General Account (TGA): Where's the money going? What is the risk to equity markets? Money Market Funds own short-term Treasuries.
SEG-1: Sector Rotation Fuels Market Rally
SEG-2: Jobs Report Beats Estimates
SEG-3: Anticipating the Fed: Will They Hike or Hold?
SEG-4: Re-funding the TGA: Where's the Money Going?
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=tDtsyTYPldk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=27s
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The latest installment of our new feature, Before the Bell | "Can Markets Follow Thru on Friday's Rally? " is here:
https://www.youtube.com/watch?v=BNHCNbU97zY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "What Will Today's Employment Numbers Mean for Rates? "
https://www.youtube.com/watch?v=ng1FWTqOp_Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles Mentioned in Today's Show:
"Technical Review Of The Market: Bulls In Control"
https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/
"CBDC- Navigating Pros and Cons to Ease Apprehensions"
https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions
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