With interest rates, inflation, oil prices, Treasury yields, and stock market valuations all competing for investors’ attention, what should you be watching now?
As the S&P 500 approaches record territory, can markets sustain a breakout, or are new risks beginning to emerge?
Lance Roberts and Danny Ratliff answer your questions from the YouTube live chat, and break down the economic, investing, and consumer stories shaping markets this week.
We’ll discuss what the latest economic and market signals could mean for stocks, bonds, portfolio positioning, retirement planning, and consumers, while separating short-term headlines from longer-term financial considerations.
0:00 - INTRO
1:02 - S&P Global Manufacturing Index showing rising costs
3:17 - Market is doing what September Markets do
7:29 - The Dollar is on a tear
9:27 - Coffee & Semi-Conductors
13:39 - S&P Global Manufacturing Index - Market over-reaction to nothing new
16:28 - Capitulation Event for Yields
17:50 - 5-Year Bond Auction - Failed or Poor?
24:01 - Why We Bought 5-year Treasuries
26:01 - The TINA Trade vs the TIGA Trade
32:43 - How We Build Bond Portfolios - ETF's vs Individual Bonds
35:42 - If Bonds Get Crushed
37:20 - Rooting for Gloom & Doom
40:00 - The Great Bond Massacre of 1068
40:57 - Fear in the Bond Market is Starting to Spread
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch Today's "Before the Bell" report, "Why Your Portfolio May Be Lagging the S&P 500,"
https://youtu.be/H7TLBSsGh3M
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Watch Today's Full Video on our YouTube Channel:
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Watch our previous show, "Q&A Wednesday: Rates, Risks, & Record Highs"
https://youtube.com/live/TeDizY1oNmY?feature=share
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Contact Us: 1-855-RIA-PLAN
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