Is Liquidity Foiling The Fed's Efforts To Tame Inflation? | Lance Roberts & Adam Taggart

Is Liquidity Foiling The Fed's Efforts To Tame Inflation? | Lance Roberts & Adam Taggart

In this week's market recap, portfolio manager Lance Roberts warns that both stocks and bonds remain short-term overbought here and are likely to experience a near-term selloff. After that thought, he does expect stocks to rise again into the end of the month, perhaps making new highs for the year. He also notes that as asset prices rise, it loosens financial conditions which goes against the Fed's tightening efforts. Assets are likely rising in part to the substantial liquidity pumped into the system by a ~$200 billion recent rise in central banking reserves, as well as fiscal deficit spending. These are inflationary and definitely make the Fed's job of taming inflation below 2% harder. Lance and Adam also discuss his market outlook for 2024, bonds, his recent trades and how investors should approach risk mitigation in their portfolios.


To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #inflation #bonds #stockmarketcorrection

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Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

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Markets Face A Double-Threat Today | Jim Iuorio

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Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks

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Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen

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Time To Buy Bonds? | Lance Roberts

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No Living Investor Has Seen A Time Like This Before | Lawrence Lepard

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