(7/6/23) What to watch for this earnings season: What is the quality of earnings--are companies selling more stuff? Is corporate outlooks still strong? Employment Report tomorrow (7/7) is markets' focus. Pressure is on for Long-term Bonds. Janet Yellen goes to China; Is the whole Employment calculation being done incorrectly? If employment is strong, improvement in services resulting in expansion = inflationary: This is not an environment for cutting rates. The emergence of "Greedflation:" Is it just limited supply in the face of demand? No one thinks about companies' input costs. Now, as prices are starting to fall, how will this affect earnings estimates? The Cure for Inflation is Inflation. Problems occur when government interferes with economic process. Interest rates are a function of economic strength: The Physics of Economics.
SEG-1: What to Watch for This Earnings Season
SEG-2: Is the Employment Calculation Wrong?
SEG-3: Greedflation or Economics 101?
SEG-4: The Physics of Economics
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:
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The latest installment of our new feature, Before the Bell | "What Bond Prices are Telling us About the Economy" is here:
https://www.youtube.com/watch?v=yDypZ7rQbHg&list=PLwNgo56zE4RA3snVQyugvOF5TwZ1Xu7bm&index=1
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Our previous show is here: "Welcome to the Second-half of 2023"
https://www.youtube.com/watch?v=Mp6FP4Jx1Ds&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=30s
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Article Mentioned in Today's Show:
"Treasury Yield Curves – Is This Inversion Different?"
https://realinvestmentadvice.com/treasury-yield-curves-is-this-inversion-different
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