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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Episoder(678)

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

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWORRIED ABOUT THE MARKET? SCHEDULE Portfolio manager Lance Roberts calculates ...

10 Okt 1h 36min

Markets Face A Double-Threat Today | Jim Iuorio

Markets Face A Double-Threat Today | Jim Iuorio

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevClear signs that AI stocks are in a major bubble, along with swiftly-rising b...

8 Okt 1h 2min

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

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

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevThis morning, macro analyst Stephanie Pomboy returned for her monthly livestr...

7 Okt 1h 3min

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

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

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevBanking analyst Chris Whalen expects interest rates to rise "for generations ...

6 Okt 1h 4min

ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento

ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento

EXPIRES AT MIDNIGHT TONIGHT!! LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencePlan for next year to be a "d...

4 Okt 42min

Time To Buy Bonds? | Lance Roberts

Time To Buy Bonds? | Lance Roberts

ONLY 1 DAY LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conference"Today's bond yields are a gift", says p...

3 Okt 1h 12min

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

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

ONLY A FEW DAYS LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceLawrence Lepard is convinced anothe...

29 Sep 1h 15min

Is It Becoming A Great Time For Income Investors? | Steven Bavaria

Is It Becoming A Great Time For Income Investors? | Steven Bavaria

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceBond yields are at their highest in decades.And that make t...

27 Sep 1h 6min

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