Artwork

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.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

9-5-24 Limiting Losses W Yield Curve Analysis

46:30
 
공유
 

Manage episode 438388105 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.
Lance Roberts previews the next Fed meeting: There's a 50-50-chance of a 50-bp rate cut; will tomorrow's jobs report show fewer jobs than before Covid? Numbers are suspect with labor "hoarding" a potential problem; negative revisions to JOLTS report, part of a trend of negative revisions back to 2002. Will Yields be 4% by Friday? What the bond market is indicating. Living in the late 1900's; The Bond Yield Bet: Lots of stragglers to natural buying on demand; depending on the Fed to cut rates. Corporations are shorting Treasuries ahead of their own bond issuances: Corporate debt hedging. There are lots of divergences; Market Data is detached from economic reality. Has the yield curve "normalized?" The differential between 2-yr vs 10-yr Treasuries; what causes behaviors: The Fed. Michael Lebowitz explains the yield curve inversion in charts & graphs. Bull Steepening Periods Average Returns; how to use yield curve signals to mitigate loss. SEG-1: The Next Fed Meeting: 50-50- Chance of 50-bp Rate Cut SEG-2: The Bond Yield Bet SEG-3: Has the Yield Curve "Normalized:" Bond Yield Behaviors SEG-4: Bull Steepening Explained Hosted by RIA Advisors 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=I7oP6xRCGN0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Yield Be 4% by Friday?" is here: https://www.youtube.com/watch?v=dyk8BotCkhk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Big Down Day" https://www.youtube.com/watch?v=GhchaeMYAw8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=570s ------- 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/ #MarketCorrection #FederalReserve #InterestRates #YieldCurve #YieldCurveInversion #BondYield #BullSteepening #EmploymentReroit #EconomicWeakness #NegativeRevision #Divergence #Markets #Money #Investing
  continue reading

1836 에피소드

Artwork
icon공유
 
Manage episode 438388105 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.
Lance Roberts previews the next Fed meeting: There's a 50-50-chance of a 50-bp rate cut; will tomorrow's jobs report show fewer jobs than before Covid? Numbers are suspect with labor "hoarding" a potential problem; negative revisions to JOLTS report, part of a trend of negative revisions back to 2002. Will Yields be 4% by Friday? What the bond market is indicating. Living in the late 1900's; The Bond Yield Bet: Lots of stragglers to natural buying on demand; depending on the Fed to cut rates. Corporations are shorting Treasuries ahead of their own bond issuances: Corporate debt hedging. There are lots of divergences; Market Data is detached from economic reality. Has the yield curve "normalized?" The differential between 2-yr vs 10-yr Treasuries; what causes behaviors: The Fed. Michael Lebowitz explains the yield curve inversion in charts & graphs. Bull Steepening Periods Average Returns; how to use yield curve signals to mitigate loss. SEG-1: The Next Fed Meeting: 50-50- Chance of 50-bp Rate Cut SEG-2: The Bond Yield Bet SEG-3: Has the Yield Curve "Normalized:" Bond Yield Behaviors SEG-4: Bull Steepening Explained Hosted by RIA Advisors 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=I7oP6xRCGN0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Yield Be 4% by Friday?" is here: https://www.youtube.com/watch?v=dyk8BotCkhk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Big Down Day" https://www.youtube.com/watch?v=GhchaeMYAw8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=570s ------- 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/ #MarketCorrection #FederalReserve #InterestRates #YieldCurve #YieldCurveInversion #BondYield #BullSteepening #EmploymentReroit #EconomicWeakness #NegativeRevision #Divergence #Markets #Money #Investing
  continue reading

1836 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드