10-22-26 The Fed Is Making a Mistake

Is the Federal Reserve getting monetary policy wrong? The bond market may be sending a warning that the Fed is ignoring. With inflation, interest rates, and economic growth sending conflicting signals, the risk of a costly Federal Reserve policy mistake is growing. Lance Roberts & Michael Lebowitz examine whether the Fed is misreading the economy, keeping interest rates restrictive for too long, or risking another inflationary surge by easing too soon. What are Treasury yields and the bond market telling us about the Fed's next move? And what could a monetary policy mistake mean for stocks, bonds, retirement portfolios, and your investments? 0:00 - INTRO 0:54 - Markets Point downward, post-Meta Report 4:10 - There's Narratives...and then there's Reality 5:38 - Markets don't need to crash to fix over-valuations 8:47 - Markets Rally back above 20- & 50-DMA 9:39 - Consolidation does same work as a Market Decline 11:06 - Patience Pays 13:41 - Meta Earnings Beat on Every Metric 14:56 - What "cash flow negative" really means 16:52 - When Companies Buy Back Stock w Free Cash Flow 19:02 - We Can't Live Without the Internet...or AI 20:22 - The Meta Stock Split Explained 23:23 - Are Interest Rates Now Impacting Businesses? 25:34 - The Fed is Fighting Oil, not Inflation 28:11 - What the Fed Did in 2020-22 32:40 - Warsh's less-communication Policy 33:46 - The Fed's Irony 35:05 - Why is the Fed Talking About Raising Rates? (Oil) 37:10 - The Bullish Benefit of a Fed Mistake 38:38 - The Small Cap Story 40:19 - "End the Fed?" ==== Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Pun9DDwpOOw -------- Watch our previous show, "Q&A Wednesday: Your Market Questions Answered" https://youtube.com/live/orve3fortqo ------- Watch Today's "Before the Bell" report, "Is the Market Ready for a Big Move?" https://youtu.be/DUIKUWaIgK0 ------- * REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7: https://realinvestmentadvice.com/resources/events/ ------- Articles Mentioned in Today's Show: "Are Bonds Pricing In A Fed Policy Mistake?" https://realinvestmentadvice.com/resources/blog/are-bonds-pricing-in-a-fed-policy-mistake/ "Why Small Caps Have Recently Traded Like A Bond Proxy" https://realinvestmentadvice.com/resources/blog/why-small-caps-have-recently-traded-like-a-bond-proxy/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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/ #StockMarket #SP500 #MarketOutlook #EarningsSeason #InvestingStrategy #FederalReserve #InterestRates #BondMarket #FedPolicy #Oil