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1-16-25 CPI - What's Next

Lance and Michael interpret the latest CPI, PPI, …

An episode of the The Real Investment Show (Full Show) podcast, hosted by Lance Roberts, titled "1-16-25 CPI - What's Next" was published on January 16, 2025 and runs 46 minutes.

January 16, 2025 ·46m · The Real Investment Show (Full Show)

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Summary

Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Banks reporting; JPMorgan kills it, but how are regional banks faring? Stock buy backs this time around are expected to exceed $1-Trillion. mostly benefitting large cap stocks. Markets cling to 100-DMA, and aim for the 50-DMA to set up to rally. Michael discusses portfolio management, and Lance previews his re-release on portfolio gardening. Revealing analysis of "spikey data" in CPI and PPI calculus. Inflation remains sticky at high levels. CPI data is flawed by Shelter component; Airline Fares are "super-spikey." The Fed 2% Inflation number is a "round-down" number. Effects of the Barter Trade: Will slow inflation...AND the economy. The "No-Buy" economy effects on delivery drivers. Lance and Michael discuss insurance companies' changes due to catastrophic losses; Michael provides a content preview of his presentation at this weekend's economic summit, elements affecting bond yields, and "term premium." The Bond Vigilantes are not like Paul Revere; they're not the do-gooders, but opportunists profiting on sentiment. Greedy shorts. SEG-1: CPI, PPI, GDP, PCE: Which Matters Most to the Fed? SEG-2: How to Deal with Super-Spikey Data SEG-3: Insurance Changes from Catastrophic Loss SEG-4: Why Bond Vigilantes Are Not Do-Gooders Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=wDMhEOXvkBg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Technical Analysis Is Not Voodoo, Its Vital Context" https://realinvestmentadvice.com/resources/blog/technical-analysis-is-not-voodoo-its-vital-context/ "Consolidation Continues" https://realinvestmentadvice.com/resources/newsletter/ "Investor Resolutions For 2025" https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/ ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here: https://www.youtube.com/watch?v=H1UMyISH7Rg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI: The Big Reveal," https://www.youtube.com/watch?v=MK0pfosuxMk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnicalAnalysis #StockMarketInsights #TradingStrategies #InvestmentTips #FinancialEducation #CPIReport #PPI #SpikeyDate #InflationUpdate #EconomicTrends #FederalReserveNews #CPIAnalysis #EnergyStocks #BankingStocks #EarningsReports #InvestingAdvice #Money #Investing

Episode Description

Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Banks reporting; JPMorgan kills it, but how are regional banks faring? Stock buy backs this time around are expected to exceed $1-Trillion. mostly benefitting large cap stocks. Markets cling to 100-DMA, and aim for the 50-DMA to set up to rally. Michael discusses portfolio management, and Lance previews his re-release on portfolio gardening. Revealing analysis of "spikey data" in CPI and PPI calculus. Inflation remains sticky at high levels. CPI data is flawed by Shelter component; Airline Fares are "super-spikey." The Fed 2% Inflation number is a "round-down" number. Effects of the Barter Trade: Will slow inflation...AND the economy. The "No-Buy" economy effects on delivery drivers. Lance and Michael discuss insurance companies' changes due to catastrophic losses; Michael provides a content preview of his presentation at this weekend's economic summit, elements affecting bond yields, and "term premium." The Bond Vigilantes are not like Paul Revere; they're not the do-gooders, but opportunists profiting on sentiment. Greedy shorts. SEG-1: CPI, PPI, GDP, PCE: Which Matters Most to the Fed? SEG-2: How to Deal with Super-Spikey Data SEG-3: Insurance Changes from Catastrophic Loss SEG-4: Why Bond Vigilantes Are Not Do-Gooders Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=wDMhEOXvkBg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Technical Analysis Is Not Voodoo, Its Vital Context" https://realinvestmentadvice.com/resources/blog/technical-analysis-is-not-voodoo-its-vital-context/ "Consolidation Continues" https://realinvestmentadvice.com/resources/newsletter/ "Investor Resolutions For 2025" https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/ ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here: https://www.youtube.com/watch?v=H1UMyISH7Rg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI: The Big Reveal," https://www.youtube.com/watch?v=MK0pfosuxMk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnicalAnalysis #StockMarketInsights #TradingStrategies #InvestmentTips #FinancialEducation #CPIReport #PPI #SpikeyDate #InflationUpdate #EconomicTrends #FederalReserveNews #CPIAnalysis #EnergyStocks #BankingStocks #EarningsReports #InvestingAdvice #Money #Investing

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