(7/20/23) Earnings season continues with Regional Banks' performance, "so far, so good," but related concerns persist. Markets have retraced over 78% of their decline from January 2022 all-time highs; are new, all-time highs about to he achieved? Are banks presently enjoying a perfect economic environment? Are companies pricing-in growth that cannot be delivered? Sector rotation impact; looking at the lag-effect; how to higher interest rates affect the US Treasury? Debt interest expense increases. (Teenager Blessings) Companies' ability to pass along price increases to consumers is easier when inflation is high; how will margins be affected? The Lag Effect affects us all, but differently.
SEG-1: Regional Banks Earnings Update: So far, so good
SEG-2: Markets Can't Stop/Won't Stop Mentality
SEG-3: Looking for the Lag Effect
SEG-4: Companies' Ability to Pass-on Inflation to Consumers
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 Market Retracement Spell Return to All-time Highs? " is here:
https://www.youtube.com/watch?v=NN8k5kM7TcE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "The Conundrum of Early Retirement"
https://www.youtube.com/watch?v=SxcTJJ5TVoc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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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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