46 min

Will the Fed Hike or Pause Rates in June? (6/1/23‪)‬ The Real Investment Show Podcast

    • Business News

(6/1/23) Setting up for June; the key point of the Debt Ceiling Bill: Unlimited Government Spending until 2025 (after the elections). What the Treasury must do next: Issue more debt. Watch for reverse in liquidity, rates to rise, and a drag on markets. We're moving into the "weaker" months of Summer, with a relaxation of the rally. "Taking profits" doesn't mean selling everything. Market anticipation ahead of Debt Ceiling Bill and sloppy T-bill auctions as liquidity leaves the markets. FOME Meeting preview: Hike or Pause? The Fed's conundrum: Sticky inflation & strong employment. Investors must be prepared to "call an audible." Tightening bank lending standards are defacto rate increases. The true impact of the lag effect is unknown. The Family Feud Murder conviction; market behavior: low bullish sentiment in rally, climbing a "wall of worry," but not worried about the Debt Ceiling. Market sector divergence; watch for rotations. SEG-1: The Key to Debt Ceiling Bill: Unlimited Gov't. Spending SEG-2: The Next Step for Debt Ceiling Bill SEG-3: FOMC Preview: Hike or Pause? SEG-4: How Bullish Markets Climb a "Wall of Worry" 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 on our YouTube channel:   https://www.youtube.com/watch?v=at5qCh1fkp0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "The May Employment Report May Move Markets" is here:  https://www.youtube.com/watch?v=DZyByuuLtlI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --------  Our previous show is here: "Why the Debt Ceiling Bill Won't Matter" https://www.youtube.com/watch?v=0KaDnzCk_Hw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- 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/ #InvestingAdvice #DebtCeiling #Inflation #BullMarket #BondTraders #StudentLoanDebt #Markets #Money #Investing

(6/1/23) Setting up for June; the key point of the Debt Ceiling Bill: Unlimited Government Spending until 2025 (after the elections). What the Treasury must do next: Issue more debt. Watch for reverse in liquidity, rates to rise, and a drag on markets. We're moving into the "weaker" months of Summer, with a relaxation of the rally. "Taking profits" doesn't mean selling everything. Market anticipation ahead of Debt Ceiling Bill and sloppy T-bill auctions as liquidity leaves the markets. FOME Meeting preview: Hike or Pause? The Fed's conundrum: Sticky inflation & strong employment. Investors must be prepared to "call an audible." Tightening bank lending standards are defacto rate increases. The true impact of the lag effect is unknown. The Family Feud Murder conviction; market behavior: low bullish sentiment in rally, climbing a "wall of worry," but not worried about the Debt Ceiling. Market sector divergence; watch for rotations. SEG-1: The Key to Debt Ceiling Bill: Unlimited Gov't. Spending SEG-2: The Next Step for Debt Ceiling Bill SEG-3: FOMC Preview: Hike or Pause? SEG-4: How Bullish Markets Climb a "Wall of Worry" 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 on our YouTube channel:   https://www.youtube.com/watch?v=at5qCh1fkp0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "The May Employment Report May Move Markets" is here:  https://www.youtube.com/watch?v=DZyByuuLtlI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --------  Our previous show is here: "Why the Debt Ceiling Bill Won't Matter" https://www.youtube.com/watch?v=0KaDnzCk_Hw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: "Breaking Your Money Malaise this Summer:" https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw ------- Articles Mentioned in Today's Show: "Technical Review Of The Market: Bulls In Control" https://realinvestmentadvice.com/technical-review-of-the-market-bulls-in-control/ "CBDC- Navigating Pros and Cons to Ease Apprehensions" https://realinvestmentadvice.com/cbdc-navigating-pros-and-cons-to-ease-apprehensions ------- 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/ #InvestingAdvice #DebtCeiling #Inflation #BullMarket #BondTraders #StudentLoanDebt #Markets #Money #Investing

46 min