About this episode
(4/17/23) Earnings Season is underway, and the reports we receive from regional banks could reveal a more accurate picture of the economy from a localized perspective. CEO Confidence was not good at the end of 2022; what will Q-1 statements reflect? Markets continue trend of bottoming higher: Why? Liz Ann Sonders/Charles Schwab posits we are seeing a "rolling recession" instead of a sudden, bottom fall out recession. Why hasn't the Fed panicked yet? There aren't too many catalysts for market upside. The Rolling Recession is the result of markets processing and absorbing news as it comes. Retail Sales miss the mark for the first real hit to economic data' the consumer is under increasing stress. Major appliance sales drop as stimulus and cash evaporate, and consumption was pulled-forward. The battle of Supply & Demand is why we have inflation. The phenomenon (and failure) of 'just-in-time' inventory management: What happens when the supply chain fails. 'Just-in-case' inventory implications: Higher costs will weigh on earnings. Reverse FOMO = FOBO: Fear of Missing the Bottom. It's always wise to consider your view of markets could be mistaken. SEG-1: Earnings Season & Bank Reports: What the Numbers May Reveal SEG-2: Why Hasn't the Fed Panicked Yet? SEG-3: The Rolling Recession SEG-4: Has "Just-in-Time" become "Just-in-Case " Inventory Management? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=Qw2Lbe0IPvs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- The latest installment of our new feature, Before the Bell | "Is This a "Rolling Recession?" is here: https://www.youtube.com/watch?v=ncXmkhxeMYM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Here are articles mentioned in today's show: "The Dollars Death, Not So Fast" https://realinvestmentadvice.com/the-dollars-death-not-so-fast "Raising Money-Smart Kids: Part Two" https://realinvestmentadvice.com/raising-money-smart-kids-part-two/ ------- Our previous show is here: "Is Social Security About to Go Bankrupt?" https://www.youtube.com/watch?v=kBFRLNGHaPw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Lunch & Learn: "Transitioning to Medicare" https://us06web.zoom.us/webinar/register/7516747839784/WN_yEQ0iBgwQ2WdIexCLAdpPQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: 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/ #InvestingAdvice #EarningsSeason #RegionalBanks #Recession #RollingRecession #InventoryManagement #RetailSales #Markets #Money #Investing