About this episode
There are no discernable signs of economic stress...yet, bu tconsumers are concerned about wages and job security. The question begging to be asked: When is the Fed going to step in (Fed purview: Employment and price stability...AND by extension, consumer confidence). How will markets react to Liberation Day (4/2)? Corporate buy backs will resume 3rd week of April. Markets pulled back on Friday (mimicking four similar pull backs last year.) Make no changes just yet; wait for the next market bounce. Can corporations pass along the expense of increased tariffs? When will the Fed act? Goldman is cutting its earnings expectations for 2025, and valuations are beginning to fall. Lance explains the relevance of Consumer Confidence to PCE, which contributes 70% of GDP. A decline in Consumer Confidence results in a decline in PCE...and earnings. Turmoil in the markets: Don't panic; this, too, shall pass. Tariffs are a tax corporations pay; consumer choice is a big factor: choose to not buy, or purchase for less elsewhere. Market declines have nothing to do with tariffs; tariffs are not a black swan event. Lance shares about the Roberts' blended family, and how he's making his kids independent in the face of a report showing 50% of parents are supporting their adult children in some fashion. SEG-1: How Might Markets React to Liberation Day? SEG-2: When Will the Fed Act? SEG-3: Tariffs Are Not a Black Swan Event SEG-4: When Parents Support Adult Children Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Sellable Rally Or "Buy The Dip"" https://realinvestmentadvice.com/resources/blog/sellable-rally-or-buy-the-dip/ ------- The latest installment of our new feature, Before the Bell, "Don't Sell Before the Bounce ," is here: https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Our previous show is here: "Will Healthcare Expenses Outpace Your Retirement Savings?" https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s------- 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/ #BuyTheDip #StockMarket2025 #InvestingStrategies #BullTrapOrBreakout #MarketRally #MarketPullback #MarketRally #MarketBounce #200DMA #MarketSupport #Tariffs #BlackSwan #CorporateEarnings #ConsumerConfidence #PCE #GDP #FinancialResponsibility #MarketLows#InvestingAdvice #Money #Investing