4-11-24 Is Inflation Too Hot to Handle?

CPI Inflation clocks in hotter than expected, with more data to come; car insurance inflation is an out-of-the-blue surprise (unless you recently renewed your policy!) What does the Fed do next? Markets are pricing-in NO rate cuts in June...and maybe not at all this year. Markets trace the 20-DMA, building a rounded top as momentum slows; beginning to confirm a take-down of the 20-DMA. Economic growth is slowing; insurance inflation spike "smells like" an adjustment; it's a lagging indicator. Homeowners equivalent rent is also a lagging indicator. It's not a question of if, but when inflation will fall, but prices are still sticky. Inflation still a function of supply & demand, and there's ample supply remaining, pushing prices and rents downward. S&P & Gold: The risk in slowing momentum; we're still in a bull market (until we're not)./ Markets are priced for 5-10% correction. There are no warnings from credit spreads, so far, but corporate loans are starting to show some concerns. What the Leveraged-loan Market is saying: defaults are on the rise. The NFIB Small Business Survey this time was really bad;. There are lots of inconsistencies in economic data. The impact of illegal immigrants on employment; gold is in a bubble.   SEG-1: Inflation is Hotter Than Expected SEG-2: Economic Growth is Slowing: Normalistically SEG-3: The Risk in Momentum Loss SEG-4: Is Gold in a Bubble? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=ew1SiTbo-Ow&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Is Gold Warning Us Or Running With The Markets?" https://realinvestmentadvice.com/is-gold-warning-us-or-running-with-the-markets/ "Margin Debt Surges As Bulls Leverage Bets" https://realinvestmentadvice.com/margin-debt-surges-as-bulls-leverage-bets/ "Inflation Scare Or Much Ado About Nothing?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Markets Break the Trendline?" is here:  https://www.youtube.com/watch?v=tgN81AwIyRU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Can Social Security Be Saved?" https://www.youtube.com/watch?v=9NiGgvTMiQg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- 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/ #HotterInflation #StickyInflation #TheGoldBubble #MarketsTest20DMA #CPI #SupplyAndDemand #DebtIssuance #ProductiveDebt #NonProductiveDebt #InvestingAdvice #Markets #Money #Investing

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