(6/15/23) How long can the markets' buying stampede continue? The markets' reaction to Fed rate pause announcement: Meh. The next logical point for correction is to 4,000. Markets didn't blink on less-than-dovish comments by Jerome Powell: Two more rate hikes are possible this year, but no commitment to do so in July. And why would the Fed cut rates, unless there's a problem? (Has the market mis-read the Fed?) The Fed calculates inflation in myriad ways. We've yet to see the full impact of rate hikes. Jeff Gundlach: Valuations are not in synch with Companies' performance. Markets are being driven by only a few stocks. Retail sales resist slowing down: Consumers are paying more but getting less. Inflation screws around w economic indicators. Johnson Red Book show retail sales flat; the phenomenon of labor hoarding.
SEG-1: Markets Don't Blink at Fed Decision
SEG-2: The Fed's Hawkish Pause
SEG-3: Jeff Gundlach commentary: Valuations are Not in Sync w Companies' Growth
SEG-4: Retail Sales Resist Slowing Down, Confounding the Fed
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=Jf52TKKVu4A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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The latest installment of our new feature, Before the Bell | "The Fed Pauses...at least for now" is here:
https://www.youtube.com/watch?v=RPL8c4Q9Qtw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Are Higher Rates Here to Stay?"
https://www.youtube.com/watch?v=2vEJN810ihY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s
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Article 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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