(12/14/23) Throwing caution to the wind, a dovish FOMC takes the bearish stance away from markets; markets are forming a cup-and-handle pattern, suggesting a rally to record-highs; but that does not preclude a 3- to-5% correction. Bond yields are to fall. Out of control tipping; how the Fed trained investors to expect backup; the Fed's pivot to dovishness: What do they know that we do not? The benefits of lower rates vs risk of more inflation; financial conditions are easing. Look for a huge short-cover rally, and then get ready for correction. But first, more record-highs. Bullish vs bearish commentary; a look at the FRED database; the key phrase is "effective rate." Excess liquidity is leaving the system; where will the Fed turn when it needs more money? THe Fed is still doing QT, reducing liquidity. Economic data remains weak; is the Fed attempting to micro-manage the economy to a soft-landing? The Fed really doesn't know what it's doing.
SEG-1: FOMC Throwing Caution to the Wind
SEG-2: Tip-shaming & How the Fed Trained Investors
SEG-3: After the Rally, Get Ready for Corrections
SEG-4: Is the Fed Micro-managing the Economy?
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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Articles Mentioned in this Show:
"The Markets Are Front Running The First Rate Cut"
https://realinvestmentadvice.com/the-markets-are-front-running-the-first-rate-cut/
"The 'American Dream' Isn’t Dead. 10-Steps To Achieve It."
https://realinvestmentadvice.com/the-american-dream-isnt-dead-10-steps-to-achieve-it/
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