Jun 29, 2023
(6/29/23) Yankee pitch a perfect game, as Bank Stress tests all
reveal perfect scores(!); no bailout required. Yet. Markets are
still betting on lower rates, but liquidity remains. Money market
accounts are in high-demand. Yield curves suggest Recession is
still to come. The economy is based on debt: New Debt and Old Debt.
Jerome Powell says more rate hikes to come. The Yankee's perfect
games (4): all pitchers' names begin with "D." Who's right: Markets
or the Fed? Debt generates growth; banks' customer base enables
loan-making. Debt to GDP ratios now at 4x. Yield Curve un-inversion
is what matters. Recessions typically follow 16-months after
yield curve inversion; it's been only 12. The Fed doesn't want to
raise rates but is happy to keep them where they are. The Death of
the Dollar? Collapse of diamond prices and decline in Gold. No fear
in the markets w surge in consumer confidence: the Fed's conundrum.
When the market is bullish, invest for today. Why should the Fed
cut rates if the economy is humming along?
SEG-1: Perfect Games and Bank Stress Results
SEG-2: Has the Havoc Already Happened?
SEG-3: Who's Right: Markets or the Fed?
SEG-4: Markets are Bullish: Invest for Today
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=ProPPk4AvOw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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The latest installment of our new feature, Before the Bell | "The
Risk-Reward in the Markets is Limited" is here:
https://www.youtube.com/watch?v=9EBMcx3r3KA&list=PLwNgo56zE4RA3snVQyugvOF5TwZ1Xu7bm&index=1
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Our previous show is here: "Why Lower Interest Rates Are NOT Coming
Back"
https://www.youtube.com/watch?v=4lwgXEy5xfc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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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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