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4-11-24 Is Inflation Too Hot to Handle?

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4-11-24 Is Inflation Too Hot to Handle?

Video by The Real Investment Show via YouTube

CPI Inflation clocks in hotter than expected, with more data to come; car insurance inflation is an out-of-the-blue surprise (unless you recently renewed your policy!) What does the Fed do next? Markets are pricing-in NO rate cuts in June…and maybe not at all this year. Markets trace the 20-DMA, building a rounded top as momentum slows; beginning to confirm a take-down of the 20-DMA. Economic growth is slowing; insurance inflation spike "smells like" an adjustment; it’s a lagging indicator. Homeowners equivalent rent is also a lagging indicator. It’s not a question of if, but when inflation will fall, but prices are still sticky. Inflation still a function of supply & demand, and there’s ample supply remaining, pushing prices and rents downward. S&P & Gold: The risk in slowing momentum; we’re still in a bull market (until we’re not)./ Markets are priced for 5-10% correction. There are no warnings from credit spreads, so far, but corporate loans are starting to show some concerns. What the Leveraged-loan Market is saying: defaults are on the rise. The NFIB Small Business Survey this time was really bad;. There are lots of inconsistencies in economic data. The impact of illegal immigrants on employment; gold is in a bubble.

3:02 – Inflation is Hotter Than Expected
14:22 – Economic Growth is Slowing: Normalistically
30:07 – The Risk in Momentum Loss
44:18 – Is Gold in a Bubble?

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
Articles mentioned in this report:
"Is Gold Warning Us Or Running With The Markets?"
"Margin Debt Surges As Bulls Leverage Bets"
"Inflation Scare Or Much Ado About Nothing?"
The latest installment of our new feature, Before the Bell, "Will Markets Break the Trendline?" is here:

Our previous show is here: "Can Social Security Be Saved?"

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