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12-12-24 CPI Gives The Fed A Green Light For Rate Cut

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Manage episode 455184481 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Lance reviews a recent report about generational wealth transfers, and notes that his kids get NOTHING. Wednesday's CPI report was seemingly the last hurdle for the Fed to cut interest rates. With the CPI index matching Wall Street forecasts, the Fed Funds futures market now implies a 97% chance the Fed will cut rates next Wednesday. The data was OK but elicits fears that the downward price progress has stalled. Lance & Michael discuss the precarious premise behind Microsystem's Bitcoin strategy, what makes for value, and what happens when there's no more buyers. How did the Hunt Brothers' silver gambit differ from Microsystems Bitcoin bid? CPI Recap: Inflation is sticky at current levels because that's where the growth is. Plowing through the final, lame duck weeks of the Biden presidency; there are still some Federal Covid Stimulus funds to be distributed to states, keeping inflation fires stoked. What's happening with Canada and the rest of the world? Economic growth attracts capital; next year may hold surprises for the bullish crowd. Bitcoin is the epitome of The Greater Fool Theory. SEG-1: Generational Wealth Transfers, CPI , PPI, & Santa Claus Rally SEG-2: Microsystems, Bitcoin, & Convertible Debt SEG-3: What If We Don't Meet 2025 Expectations? SEG-4: Tax Loss Harvesting & RMD's - Do It Now 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=vPkzTXYsmk0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2331s ------- Articles mentioned in this report: "CPI Was On The Screws: The Fed Has The Green Light" https://realinvestmentadvice.com/resources/blog/cpi-was-on-the-screws-the-fed-has-the-green-light/ "Portfolio Rebalancing And Valuations. Two Risks We Are Watching." https://realinvestmentadvice.com/resources/blog/portfolio-rebalancing-and-valuations-two-risks-we-are-watching/ "2025 – Do Economic Indicators Support Bullish Outlooks?" https://realinvestmentadvice.com/resources/blog/2025-do-economic-indicators-support-bullish-outlooks/ ------- The latest installment of our new feature, Before the Bell, "The Pressure is On the Markets," is here: https://www.youtube.com/watch?v=Yxcoj_-jaAY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Portfolio Re-balancing & High Valuation Risks" https://www.youtube.com/watch?v=nASrF7t64kY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #FederalReserve #RateCut #CPI #Inflation #EconomicPolicy #InterestRates #PortfolioRebalancing #MarketValuations #RiskManagement #InvestmentTrends #StockMarket2024 #MarketRally #MarketCorrection #MarketExpectations #MarketVolatility #VolatilityIndex #WindowDressing #MarketTrend #PortfolioCleanUp #MarketExuberance #OverBoughtMarket #SP500 #MarketPullBack #MarketConsolidation #MutualFundDistributions #EarningsVsEconomy #MarketInsights #EconomicGrowth #CorporateProfits #InvestingWisely #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #MarketTrends2024 #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing
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1895 episoade

Artwork
iconDistribuie
 
Manage episode 455184481 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Lance reviews a recent report about generational wealth transfers, and notes that his kids get NOTHING. Wednesday's CPI report was seemingly the last hurdle for the Fed to cut interest rates. With the CPI index matching Wall Street forecasts, the Fed Funds futures market now implies a 97% chance the Fed will cut rates next Wednesday. The data was OK but elicits fears that the downward price progress has stalled. Lance & Michael discuss the precarious premise behind Microsystem's Bitcoin strategy, what makes for value, and what happens when there's no more buyers. How did the Hunt Brothers' silver gambit differ from Microsystems Bitcoin bid? CPI Recap: Inflation is sticky at current levels because that's where the growth is. Plowing through the final, lame duck weeks of the Biden presidency; there are still some Federal Covid Stimulus funds to be distributed to states, keeping inflation fires stoked. What's happening with Canada and the rest of the world? Economic growth attracts capital; next year may hold surprises for the bullish crowd. Bitcoin is the epitome of The Greater Fool Theory. SEG-1: Generational Wealth Transfers, CPI , PPI, & Santa Claus Rally SEG-2: Microsystems, Bitcoin, & Convertible Debt SEG-3: What If We Don't Meet 2025 Expectations? SEG-4: Tax Loss Harvesting & RMD's - Do It Now 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=vPkzTXYsmk0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2331s ------- Articles mentioned in this report: "CPI Was On The Screws: The Fed Has The Green Light" https://realinvestmentadvice.com/resources/blog/cpi-was-on-the-screws-the-fed-has-the-green-light/ "Portfolio Rebalancing And Valuations. Two Risks We Are Watching." https://realinvestmentadvice.com/resources/blog/portfolio-rebalancing-and-valuations-two-risks-we-are-watching/ "2025 – Do Economic Indicators Support Bullish Outlooks?" https://realinvestmentadvice.com/resources/blog/2025-do-economic-indicators-support-bullish-outlooks/ ------- The latest installment of our new feature, Before the Bell, "The Pressure is On the Markets," is here: https://www.youtube.com/watch?v=Yxcoj_-jaAY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Portfolio Re-balancing & High Valuation Risks" https://www.youtube.com/watch?v=nASrF7t64kY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #FederalReserve #RateCut #CPI #Inflation #EconomicPolicy #InterestRates #PortfolioRebalancing #MarketValuations #RiskManagement #InvestmentTrends #StockMarket2024 #MarketRally #MarketCorrection #MarketExpectations #MarketVolatility #VolatilityIndex #WindowDressing #MarketTrend #PortfolioCleanUp #MarketExuberance #OverBoughtMarket #SP500 #MarketPullBack #MarketConsolidation #MutualFundDistributions #EarningsVsEconomy #MarketInsights #EconomicGrowth #CorporateProfits #InvestingWisely #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #MarketTrends2024 #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing
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