The Fed's "Controlled Demolition" of the Economy (12/12/22)

(12/12/22) What will CPI say? comparing the end of November to the end of December; CPI movement. FOMC meeting on Wednesday; emails asking about getting in to 10-Yr Treasuries; you've missed that boat. Looking ahead to CPI and inflation in The 12-days of Christmas = $45,523, up 10-1/2%. Household inflation is much higher than CPI. Why is there such a disconnect? Price Inflation/Shrinkflation; why prices may not come down as rapidly (or as much) as Inflation recedes. Wall St.'s predictions are a frivolous attempt; Goldman S&P target of 5,000 did not happen. What happens in an earnings recession? Valuations are not a good market timing tool. Market math is foretelling lower pricing/valuations for 2023. What "neutral" interest rate would tame inflation, create demand destruction, yet produce a strong economy? Earnings must come down in 2023. The Fed's "controlled demolition" of the economy. SEG-A: Comparing the End of November to End of December SEG-B: Inflation Hits the 12-Days of Christmas SEG-3: Why Wall Street Predictions are a Frivolous Attempt SEG-4: What Market Math is Foretelling 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=d_kkRIgPyxY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2132s -------- Our Latest "Three Minutes on Markets & Money: "Will Upside Pricing Be Limited??" is here: https://www.youtube.com/watch?v=Z1Iq--THr3g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index -------- Our previous show is here: "Could Blackstone Trigger a Fed Pivot?" https://www.youtube.com/watch?v=Z864yvfkr7g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s -------- Articles mentioned in this podcast: "Estimating 2023 S&P 500 Price Targets" https://realinvestmentadvice.com/newsletter/ "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- 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 RIA Pro: https://riapro.net/home -------- 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 #CPI #FederalReserve #Inflation #InterestRates #12DaysofChristmas #Markets #Money #Investing