A Market Bounce...Then Look Out Below?? | Lance Roberts & Adam Taggart
Автор: Wealthion
Загружено: 2023-09-30
Просмотров: 67053
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Are stocks setting up for a year-end rally? More and more analysts are starting to think so. What about bonds?
Portfolio manager Lance Roberts & Wealthion's host Adam Taggart discuss these questions in this week's Market Recap, along with:
1. Is the market setting up for a year-end bounce?
2. What the latest inflation, GDP & jobs numbers are telling us
3. The mounting data showing that the US consumer is starting to stumble hard
4. Lance's reaction to Alf Peccatiello's outlook on bonds
5. Risks to housing market, jobs market & China
6. Lance's trades for the week
TIMESTAMPS
0:00 Market trends and potential rally despite weakness.
7:55 Market volatility and potential correction.
13:56 Market trends and investor sentiment.
18:38 Market sentiment and inflation data.
24:02 Inflation, economic growth, and the accuracy of Federal Reserve predictions.
31:26 The 1998 LTCM bailout and its impact on the financial industry.
36:25 Economic data and sugar rush ending.
41:39 Economic trends and potential government shutdown impact.
45:24 Government spending and economic stimulus.
51:57 QE and its impact on inflation and asset prices.
55:11 Economic trends, Fed policies, and market outlook.
1:01:23 Investing in bonds amid economic uncertainty.
1:07:10 US economy, inflation, and interest rates.
1:11:37 Bond market opportunities and risks.
1:16:24 Housing market dynamics and potential correction.
1:20:54 Housing market and job market trends.
1:25:14 China's economic troubles and market implications.
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