A handpicked article read aloud from the latest issue of The Economist. Published weekdays from Monday to Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For more information about Economist Podcasts+, including how to get access, please visit our FAQs page here https://myaccount.economist.com/s/article/What-is-Economist-Podcasts.
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内容由The Real Investment Show/Full Show and Lance Roberts提供。所有播客内容(包括剧集、图形和播客描述)均由 The Real Investment Show/Full Show and Lance Roberts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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10 -14-24 Wall St. Vs. Main St. - Who's Right
Manage episode 445170616 series 1586737
内容由The Real Investment Show/Full Show and Lance Roberts提供。所有播客内容(包括剧集、图形和播客描述)均由 The Real Investment Show/Full Show and Lance Roberts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
It's Earnings Season "Rush Week" this week, with the bulk of companies reporting 3rd Quarter results; after that, the stock buy back window is prepared to re-open, providing nearlt $1-T in funds to flood the markets. The median value of stock portfolios is $250k, up from $190k. Demand for AI chips is not going away. Markets entering the seasonallt-strong period of the year after hitting new, all-time highs on Friday, triggering a buy signal. The risk of a deeper contraction is possible, but now unlikely. An analysis of the latest CPI numbers reveals a contrast between headline numbers and details in the data; there are some anomalies. Lance discusses the 8 components of the CPI & their weighting in the index. Life with the Roberts' reviews the weekend birthday of the youngest daughter, and fun with Gunner the Wonder Dog. The latest GDP Report Continues To Defy Recession Forecasts. GDP vs Inflation is slowing; NFIB Confidence is on the wane: Small businesses "feel like" they're in recession. Expectations for Retail Sales vs their reality; Cap Ex plans vs Real GDP; why small businesses are not optimistic. SEG-1: Earnings Season Rush Week SEG-2: CPI Analysis: Headline Numbers vs Details & Data SEG-3: Economic Data Does Not Support Recession...but... SEG-4: Why Small Businesses Are Concerned Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lMcYhyo5OW8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "GDP Report Continues To Defy Recession Forecasts" https://realinvestmentadvice.com/gdp-report-continues-to-defy-recession-forecasts/ "NFIB Survey Poses Risk To Bullish Forecasts" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Bull Market Remains Intact" is here: https://www.youtube.com/watch?v=ZZJ1LXlxnyo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Rising Volatility, China Stimulus, & Storms' Economic Surge: What They Mean for Portfolios" https://www.youtube.com/watch?v=BJZp1muy9zA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #EarningsSeason #MarketSeasonality #AllTimeHighs #CPIReport #GDPReport #NFIBConfidenceIndex #Employment #MarketVolatility #MovingAverages #BuySignal #EarningsSeason #EarningsOutlooks #MoneyFlow #MarketBullishness #TechnicalAnalysis #FederalReserve #EconomicData #Recession #PortfolioRisk #MarketRally #MarketBreakout #MarketBullishness #MarketRisk #ManagingRisk #MoneyFlows #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
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1938集单集
Manage episode 445170616 series 1586737
内容由The Real Investment Show/Full Show and Lance Roberts提供。所有播客内容(包括剧集、图形和播客描述)均由 The Real Investment Show/Full Show and Lance Roberts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
It's Earnings Season "Rush Week" this week, with the bulk of companies reporting 3rd Quarter results; after that, the stock buy back window is prepared to re-open, providing nearlt $1-T in funds to flood the markets. The median value of stock portfolios is $250k, up from $190k. Demand for AI chips is not going away. Markets entering the seasonallt-strong period of the year after hitting new, all-time highs on Friday, triggering a buy signal. The risk of a deeper contraction is possible, but now unlikely. An analysis of the latest CPI numbers reveals a contrast between headline numbers and details in the data; there are some anomalies. Lance discusses the 8 components of the CPI & their weighting in the index. Life with the Roberts' reviews the weekend birthday of the youngest daughter, and fun with Gunner the Wonder Dog. The latest GDP Report Continues To Defy Recession Forecasts. GDP vs Inflation is slowing; NFIB Confidence is on the wane: Small businesses "feel like" they're in recession. Expectations for Retail Sales vs their reality; Cap Ex plans vs Real GDP; why small businesses are not optimistic. SEG-1: Earnings Season Rush Week SEG-2: CPI Analysis: Headline Numbers vs Details & Data SEG-3: Economic Data Does Not Support Recession...but... SEG-4: Why Small Businesses Are Concerned Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lMcYhyo5OW8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "GDP Report Continues To Defy Recession Forecasts" https://realinvestmentadvice.com/gdp-report-continues-to-defy-recession-forecasts/ "NFIB Survey Poses Risk To Bullish Forecasts" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Bull Market Remains Intact" is here: https://www.youtube.com/watch?v=ZZJ1LXlxnyo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Rising Volatility, China Stimulus, & Storms' Economic Surge: What They Mean for Portfolios" https://www.youtube.com/watch?v=BJZp1muy9zA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #EarningsSeason #MarketSeasonality #AllTimeHighs #CPIReport #GDPReport #NFIBConfidenceIndex #Employment #MarketVolatility #MovingAverages #BuySignal #EarningsSeason #EarningsOutlooks #MoneyFlow #MarketBullishness #TechnicalAnalysis #FederalReserve #EconomicData #Recession #PortfolioRisk #MarketRally #MarketBreakout #MarketBullishness #MarketRisk #ManagingRisk #MoneyFlows #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
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