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תוכן מסופק על ידי The Real Investment Show/Full Show and Lance Roberts. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי The Real Investment Show/Full Show and Lance Roberts או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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10-24-25 Memory Inflation Warps Bond Yields
MP3•בית הפרקים
Manage episode 446714381 series 1586737
תוכן מסופק על ידי The Real Investment Show/Full Show and Lance Roberts. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי The Real Investment Show/Full Show and Lance Roberts או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
The Conference Board's Economic Surprise Index gauges exactly that: How surprised economists are when things don't pan out as they expected. Like the economy doing better than they think it ought, under the current conditions. Economists are setting themselves up for disappointment; more Americans are living paycheck-to-paycheck. Lance and Michael discuss market psychology and a subset of PTSD known as memory inflation: Things were better (or worse) than they actually were, which is affecting the Bond market, and the realities of inflation vs wages. Addressing chat window commentary: Headlines vs Data: Who should you believe? What we're doing with bonds; looking for a technical bounce. Look for a revision to estimates. SEG-1: Dealing with Economic Surprise SEG-2: Market PTSD & Memory Inflation SEG-3: Headlines vs Data: Who Do You Believe? SEG-4: What We're doing w Bonds Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, ww Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=S3xSgmwD84s&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2104s ------- Articles mentioned in this report: "Memory Inflation Warps Bond Yields" https://realinvestmentadvice.com/memory-inflation-warps-bond-yields/ "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "What the Rising Wedge Pattern May Mean " is here: https://www.youtube.com/watch?v=C7uHTtKv5KI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Technical Analysis Techniques"" https://www.youtube.com/watch?v=PPqRWYTO3Gk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2488s ------- 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/ #MemoryInflation #BondYields #FixedIncomeStrategy #InflationImpact #MarketVolatility #TechnicalAnalysis #InvestingRulesOfThumb #MACD #$SPX #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
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1939 פרקים
MP3•בית הפרקים
Manage episode 446714381 series 1586737
תוכן מסופק על ידי The Real Investment Show/Full Show and Lance Roberts. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי The Real Investment Show/Full Show and Lance Roberts או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
The Conference Board's Economic Surprise Index gauges exactly that: How surprised economists are when things don't pan out as they expected. Like the economy doing better than they think it ought, under the current conditions. Economists are setting themselves up for disappointment; more Americans are living paycheck-to-paycheck. Lance and Michael discuss market psychology and a subset of PTSD known as memory inflation: Things were better (or worse) than they actually were, which is affecting the Bond market, and the realities of inflation vs wages. Addressing chat window commentary: Headlines vs Data: Who should you believe? What we're doing with bonds; looking for a technical bounce. Look for a revision to estimates. SEG-1: Dealing with Economic Surprise SEG-2: Market PTSD & Memory Inflation SEG-3: Headlines vs Data: Who Do You Believe? SEG-4: What We're doing w Bonds Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, ww Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=S3xSgmwD84s&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2104s ------- Articles mentioned in this report: "Memory Inflation Warps Bond Yields" https://realinvestmentadvice.com/memory-inflation-warps-bond-yields/ "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "What the Rising Wedge Pattern May Mean " is here: https://www.youtube.com/watch?v=C7uHTtKv5KI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Technical Analysis Techniques"" https://www.youtube.com/watch?v=PPqRWYTO3Gk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2488s ------- 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/ #MemoryInflation #BondYields #FixedIncomeStrategy #InflationImpact #MarketVolatility #TechnicalAnalysis #InvestingRulesOfThumb #MACD #$SPX #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
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1939 פרקים
כל הפרקים
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