The markets were right: The Federal Reserve cut interest rates by a half percent on Wednesday, and markets initially climbed, then sold off to end negative for the day. But after pondering overnight, market futures indicated a strong start to Thursday's trading day. If markets rally and hold through Friday, they will be set to hit all time highs, once again. Will we see rotation into other sectors as a by product? The Fed is trying to position rates where they should be, given the current economic conditions. All Labor data now become very important. With lower rates, will there be a rash of corporate debt refinancing? (This rate cut is not likely to affect mortgage or consumer lending debt, yet. Will lower rates spark more activity, and thus become inflationary? Is the Fed rate cut good for stocks? Lance and Michael look at the history and analysis of corrections; it's easy to find reasons to NOT invest. Bear Markets & Corrections were more frequent prior to the 1990's. The dirty Truth: The Fed has become the defacto manager of the US Economy. What will other Central Banks do next? Are we entering a Global Easing Cycle? (Lance relates his Missus has been working a lot, losing sleep, and is ill-tempered this week; also comments about clocks and studio tchotchkies.) Markets look to open strong; what does the underlying data say? There is a sharp contraction in Q3 earnings estimates. Can markets today sustain the breakout? Bond yields are still too high for this economy.
3:18 - Markets Were Right About Fed's Rate Cut
14:35 - What the Fed's 50-bps Rate Cut Means
30:22 - Is the Fed Rate Cut Good for Stocks?
44:34 - Mrs. Roberts is Cranky & Studio Stuff
46:59 - What Does the Underlying Data Say About the Economy?
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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Articles mentioned in this report:
"Trump Or Harris: Corporate Tax Winners And Losers"
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"Momentum Investing Gives You An Edge, Until It Doesn’t"
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"Conviction (Or How To Lose A Lot Of Money In Investing)"
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"Market Risks We Are Watching"
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The latest installment of our new feature, Before the Bell, "Can Markets Hold on to Breakout?" is here:
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Our previous show is here: "Fed Rate Decision 2024: Boom or Bust for Your Investments?"
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