(7/13/23) Elon Musk's ChatGPT challenger, xAI, is the source of an order boom for NVDIA chips. Meanwhile, markets respond to a cooler-than-expected CPI print. Social Media Influencers & Human Bait; Digesting CPI: The difference bweteen YOY and MOM numbers. What's the Fed's next move? Why would/should the Fed lower rates now? Why the Fed will do what it takes to save the banks; saving their rate "cushion" for a rainy day. What about risk from Commercial Real Estate? What are the Big Banks thinking? Margins are at risk, at lowest levels in 30-years. Regional Banks' stories will be more interesting; banks' Loan Loss Reserves are key. They Fed says it's the end of an era for stocks: Corporate profits of late have relied heavily on low taxes and interest rates. What does that infer going forward about continued corporate and GDP growth? The problem with higher-than-normal valuations; Bonds' alternatives; the impact (or not) of stock buy backs.
SEG-1: Elon's xAI = NVDIA Chip Order Boom
SEG-2: Digesting CPI: The differency between YOY & MOM
SEG-3: What's the Fed Doing Next?
SEG-4: The Fed: The End of an Era (for Stocks)?
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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The latest installment of our new feature, Before the Bell, "Does CPI Change Fed's Rate Hike Views?," is here:
https://www.youtube.com/watch?v=ga0EkmNE7CQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "How to Avoid Fatal Flaws in Modern Financial Planning"
https://www.youtube.com/watch?v=qKIfpOqAENM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in today's show:
The End of an Era for Stocks, Warns the Fed
https://realinvestmentadvice.com/the-end-of-an-era-for-stocks-warns-the-fed
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