Thoughtful Money with Adam Taggart
Business:Investing
Lance Robert's portfolio co-manager Michael Lebowitz kindly steps in this week while Lance is away. Like many, he was caught off guard by the Federal Reserve's surprisingly dovish guidance this week. There's not an obvious reason why the Fed changed its stance on interest rate cuts so swiftly. Just two weeks ago, Jerome Powell was saying that his committee was not even talking about rate cuts yet. So what changed? Could the plans to cut rates more aggressively than previously guided be a sign the Fed is spooked by something Powell isn't telling us about? Like greater odds of a recession ahead? Michael and Thoughtful Money host Adam Taggart discuss this, as well as the future of inflation and interest rates, liquidity, the outlook for bonds, stocks and the markets in general. Michael concludes by sharing his firm's latest trade in response to the Fed's words.
SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel #bonds #interestrates #federalreserve
Ted Oakley: A Bear Market WILL Happen
Jim Grant: Inflation & Interest Rates Are More Likely To Rise Than Fall In The Years Ahead
Near -Term Sell Signal Triggered For Stocks | Lance Roberts & Adam Taggart
Are Car Prices Headed Down? | Yossi Levi
Should We Be More Worried About A Social Breaking Point Than A Financial One? | Peter Atwater
Tom McClellan: These Decades-Long Correlations All Predict A Major Market Sell-Off Later This Year
Extended, Overbought Market Likely To "Cool Its Heels" Soon | Lance Roberts & Adam Taggart
Bull Market In Gold Still In Early Innings | Ronnie Stoeferle
Wait...Interest Rates Cuts Will Be MORE Restrictive Than Hikes? | Cameron Dawson
10 Million Prime-Age Adults Giving Up On Work | Nicholas Eberstadt
Stocks Zoom Back To All-Time Highs. Will They Stick? | Lance Roberts & Adam Taggart
Hey Investors: Stocks Fall When The Fed Starts Cutting Rates, Says History | Danielle Park
Big Money Buying Up Our Homes Is "Never Going To Stop" | Ken McElroy
Stephanie Pomboy: The "Spent Up & Lent Up" Consumer Is Tapped Out
Stocks May Cool Off For A Bit After Best Week Of 2024 | Lance Roberts & Adam Taggart
The Big Short 2.0: Are $Trillions Of New Loans About To Be Pumped Into The Housing Market? | Melody Wright
David Rosenberg: Is A Jobs Shock About To Hit?
The Days Of Easy Returns Are Over As Volatility Resumes | Simon White, Bloomberg
Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank
Buy Signal Triggered As Market Action Starting To Favor The Bulls | Lance Roberts & Adam Taggart
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