(6/8/23) Markets' bet on Small Caps: No Recession? Next FOMC Meeting: Higher rates to come? Sector rotation may have short shelf life; Why are Friday's the best trading days of the week in 2023? The difficult dichotomy between markets & data. The surge in credit card debt, even as rates rise. Markets are momentarily "calm" as the Fed allows tighter bank lending standards to dampen economic growth. Meanwhile, the Fed has a "transitory" problem: policy is now more about politics. Market expectations vs reality: What is the market telling us about recession? What is Sector Rotation activity telling us? Options volume is off the charts; What is the VIX measuring? Is the VIX broken (it's a statistical metric)? "Passive" investing is not an accurate term; is "passive" becoming active? Speculation is a function of excess liquidity: The Fed is a factor in the market.
SEG-1: Markets' Bet on Small Caps: No Recession
SEG-2: Momentary Calm in Markets as Fed Allows Banks to Buffer Growth
SEG-3: What is Sector Rotation Activity Telling Us?
SEG-4: Is the VIX Broken?
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=8uvPN2nT0pc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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The latest installment of our new feature, Before the Bell | "Will Sector Rotations Provide Opportunity for Investors?" is here:
https://www.youtube.com/watch?v=2asRoGHK6Xs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Are We in a Cardboard Box Recession?"
https://www.youtube.com/watch?v=qTMfOCXgCPA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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Articles Mentioned in Today's Show:
Relative Rotation – Unlocking the Hidden Potential Part 1
https://realinvestmentadvice.com/relative-rotation-unlocking-the-hidden-potential-part-1
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