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The Real Investment Show/Full Show and Lance Roberts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Real Investment Show/Full Show and Lance Roberts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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9-19-24 What Does The Fed's 50 - Bps Rate Cut Mean For Your Money
Manage episode 440761756 series 1586737
The Real Investment Show/Full Show and Lance Roberts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Real Investment Show/Full Show and Lance Roberts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The markets were right: The Federal Reserve cut interest rates by a half percent on Wednesday, and markets initially climbed, then sold off to end negative for the day. But after pondering overnight, market futures indicated a strong start to Thursday's trading day. If markets rally and hold through Friday, they will be set to hit all time highs, once again. Will we see rotation into other sectors as a by product? The Fed is trying to position rates where they should be, given the current economic conditions. All Labor data now become very important. With lower rates, will there be a rash of corporate debt refinancing? (This rate cut is not likely to affect mortgage or consumer lending debt, yet. Will lower rates spark more activity, and thus become inflationary? Is the Fed rate cut good for stocks? Lance and Michael look at the history and analysis of corrections; it's easy to find reasons to NOT invest. Bear Markets & Corrections were more frequent prior to the 1990's. The dirty Truth: The Fed has become the defacto manager of the US Economy. What will other Central Banks do next? Are we entering a Global Easing Cycle? (Lance relates his Missus has been working a lot, losing sleep, and is ill-tempered this week; also comments about clocks and studio tchotchkies.) Markets look to open strong; what does the underlying data say? There is a sharp contraction in Q3 earnings estimates. Can markets today sustain the breakout? Bond yields are still too high for this economy. SEG-1: Markets Were Right About Fed's Rate Cut SEG-2: What the Fed's 50-bps Rate Cut Means SEG-3: Is the Fed Rate Cut Good for Stocks? SEG-4a: Mrs. Roberts is Cranky & Studio Stuff SEG-4b: What Does the Underlying Data Say About the Economy? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lQWDEg-aQnI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=973s ------- Articles mentioned in this report: "Trump Or Harris: Corporate Tax Winners And Losers" https://realinvestmentadvice.com/trump-or-harris-corporate-tax-winners-and-losers/ "Momentum Investing Gives You An Edge, Until It Doesn’t" https://realinvestmentadvice.com/momentum-investing-gives-you-an-edge-until-it-doesnt/ "Conviction (Or How To Lose A Lot Of Money In Investing)" https://realinvestmentadvice.com/conviction-or-how-to-lose-a-lot-of-money-in-investing/ "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Can Markets Hold on to Breakout?" is here: https://www.youtube.com/watch?v=of34bE1oBm4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Fed Rate Decision 2024: Boom or Bust for Your Investments?" https://www.youtube.com/watch?v=HTRfDmSCQa4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FedRateDecision #StockMarketUpdate #InflationImpact #InvestmentStrategy #EconomicOutlook #PortfolioManagement #InterestRates #FinancialPlanning #RecessionWatch #BondMarket#Markets #Money #Investing
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1870 에피소드
Manage episode 440761756 series 1586737
The Real Investment Show/Full Show and Lance Roberts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Real Investment Show/Full Show and Lance Roberts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The markets were right: The Federal Reserve cut interest rates by a half percent on Wednesday, and markets initially climbed, then sold off to end negative for the day. But after pondering overnight, market futures indicated a strong start to Thursday's trading day. If markets rally and hold through Friday, they will be set to hit all time highs, once again. Will we see rotation into other sectors as a by product? The Fed is trying to position rates where they should be, given the current economic conditions. All Labor data now become very important. With lower rates, will there be a rash of corporate debt refinancing? (This rate cut is not likely to affect mortgage or consumer lending debt, yet. Will lower rates spark more activity, and thus become inflationary? Is the Fed rate cut good for stocks? Lance and Michael look at the history and analysis of corrections; it's easy to find reasons to NOT invest. Bear Markets & Corrections were more frequent prior to the 1990's. The dirty Truth: The Fed has become the defacto manager of the US Economy. What will other Central Banks do next? Are we entering a Global Easing Cycle? (Lance relates his Missus has been working a lot, losing sleep, and is ill-tempered this week; also comments about clocks and studio tchotchkies.) Markets look to open strong; what does the underlying data say? There is a sharp contraction in Q3 earnings estimates. Can markets today sustain the breakout? Bond yields are still too high for this economy. SEG-1: Markets Were Right About Fed's Rate Cut SEG-2: What the Fed's 50-bps Rate Cut Means SEG-3: Is the Fed Rate Cut Good for Stocks? SEG-4a: Mrs. Roberts is Cranky & Studio Stuff SEG-4b: What Does the Underlying Data Say About the Economy? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lQWDEg-aQnI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=973s ------- Articles mentioned in this report: "Trump Or Harris: Corporate Tax Winners And Losers" https://realinvestmentadvice.com/trump-or-harris-corporate-tax-winners-and-losers/ "Momentum Investing Gives You An Edge, Until It Doesn’t" https://realinvestmentadvice.com/momentum-investing-gives-you-an-edge-until-it-doesnt/ "Conviction (Or How To Lose A Lot Of Money In Investing)" https://realinvestmentadvice.com/conviction-or-how-to-lose-a-lot-of-money-in-investing/ "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Can Markets Hold on to Breakout?" is here: https://www.youtube.com/watch?v=of34bE1oBm4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Fed Rate Decision 2024: Boom or Bust for Your Investments?" https://www.youtube.com/watch?v=HTRfDmSCQa4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FedRateDecision #StockMarketUpdate #InflationImpact #InvestmentStrategy #EconomicOutlook #PortfolioManagement #InterestRates #FinancialPlanning #RecessionWatch #BondMarket#Markets #Money #Investing
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1870 에피소드
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