Markets Weekly August 3, 2024

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  • เผยแพร่เมื่อ 1 พ.ย. 2024

ความคิดเห็น • 101

  • @thomasrohde8221
    @thomasrohde8221 3 หลายเดือนก่อน +16

    These weekly commentaries are extremely helpful

    • @Simonpt2000
      @Simonpt2000 3 หลายเดือนก่อน

      I second that

  • @QinWu-zh4rl
    @QinWu-zh4rl 3 หลายเดือนก่อน +10

    I am a loyal fan of your channel, really enjoy all your analysis and really appreciate your hard work

  • @waldenjohn
    @waldenjohn 3 หลายเดือนก่อน +143

    Market trends hint at lower prices, but this could also open doors for smart investments. Despite a possible short-term slump, remember the market's long-term potential. Downturns can be entry points for portfolio expansion. Success lies in informed decisions and strategic planning. Thanks to Loraine Souvenir’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

    • @ferris293
      @ferris293 3 หลายเดือนก่อน

      I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this

    • @HemantDemla
      @HemantDemla 3 หลายเดือนก่อน

      It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!

    • @kemmut12
      @kemmut12 3 หลายเดือนก่อน

      It's truly refreshing to see a comment about Loraine Souvenir. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure

    • @tamsin-f5g
      @tamsin-f5g 3 หลายเดือนก่อน

      Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary

    • @DavidBati-c2r
      @DavidBati-c2r 3 หลายเดือนก่อน

      The beauty of her approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.

  • @azbhomes
    @azbhomes 3 หลายเดือนก่อน +3

    Thanks for pointing out the fourth branch of the US government visiting DC last week

  • @JordanBryner
    @JordanBryner 3 หลายเดือนก่อน +2

    Great video. This week we have had lots of talk about rate cuts and jobs report. However I have noticed the Cleveland Fed is forecasting both July and August core PCE to increase. What are your thoughts on this?

  • @LaurenHarris4
    @LaurenHarris4 2 หลายเดือนก่อน +51

    The indicator flashes the signal not when the spread starts to be negative, but when it corrects itself back up. Then there is usually a recession in the next 6-12 months. This works becouse inverted high inverted yield curve isn't great for the economy and FED is reactive and not proactive. They start lowering rates when they see economy going to sh*t and not before. This uninverts the yield curve and flashes the signal. Which is what is happening now.. Despite this volatility, the market remains profitable.... I have managed to grow a nest egg of around 130k to a decent 632k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @LaurenHarris4
      @LaurenHarris4 2 หลายเดือนก่อน

      Francine Duguay program is widely available online.

    • @carlosjunior775
      @carlosjunior775 2 หลายเดือนก่อน

      I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.

    • @Marilynpaula9
      @Marilynpaula9 2 หลายเดือนก่อน

      Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.

    • @Ramjack1944
      @Ramjack1944 2 หลายเดือนก่อน

      The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.

    • @AlexisUdguf
      @AlexisUdguf 2 หลายเดือนก่อน

      It was quite challenging to understand the different trends on my own until i found out about Duguay. Trading made easy.

  • @b_tang
    @b_tang 3 หลายเดือนก่อน +1

    Was waiting for FedGuy's take after the jobs report. Very reassuring counternarrative to the panic.

  • @niallsheehan474
    @niallsheehan474 3 หลายเดือนก่อน

    Excellent and very well presented your my go to guy for weekend market analysis

  • @sophiezhu7738
    @sophiezhu7738 3 หลายเดือนก่อน +6

    Very insightful! Appreciated!

  • @cebulnik
    @cebulnik 3 หลายเดือนก่อน +2

    Thanx for stating the truth regarding the second thing you discussed. Bravery and honesty appreciated

  • @Lights_Darks
    @Lights_Darks 2 หลายเดือนก่อน

    Thanks, Joseph. Your grounded perspective is very helpful. Good trading.

  • @princephilipog1336
    @princephilipog1336 3 หลายเดือนก่อน

    Just found channel about a week ago - I like this guy, great job! 👏

  • @walterbates1654
    @walterbates1654 3 หลายเดือนก่อน

    Thanks Joseph. Your insights are appreciated.

  • @sumitomoO0O
    @sumitomoO0O 3 หลายเดือนก่อน +2

    Amazing...Stocks go up 35% in last 9 months and drops 2% and people expect emergency rate cut from FED. 15 years of mismanagement created some hard to change Pavlovian anticipatory behavior...Wealthy (asset holders) got so much used to inflating their assets that they freak out when it goes down by 2%

  • @GarrettGoodenough
    @GarrettGoodenough 3 หลายเดือนก่อน

    What are your thoughts on the USD not being a safe haven, at least compared to the AUD?

  • @JamieDaniels
    @JamieDaniels 3 หลายเดือนก่อน

    Thank you Joseph! I appreciate the time and effort you put into your videos each week.

  • @michaelcoggan1271
    @michaelcoggan1271 3 หลายเดือนก่อน +2

    Very useful as always. Thank you.

  • @benwelsh9293
    @benwelsh9293 3 หลายเดือนก่อน +2

    Thanks Joseph very informative

  • @shadowediluzn
    @shadowediluzn 3 หลายเดือนก่อน +1

    Love your comment. Seems you mislabeled the year in TH-cam title

  • @estring123
    @estring123 3 หลายเดือนก่อน

    so joseph in ur opinion, is there going to be a recession?

  • @rahulchahal3824
    @rahulchahal3824 3 หลายเดือนก่อน

    Is there a strong reason to have real rates above 2.5% if one were to use PCE which is Fed’s preferred inflation gauge with PCE at2.5%? And next month we know that inflation will likely drop based on the high print from a year ago and low crude oil prices!

  • @AllNighterHeider
    @AllNighterHeider 3 หลายเดือนก่อน

    My thesis hasnt changed, I still see higher for longer. As I read fed speeches, I see them very weary of cutting too soon.
    Thanks JW

  • @anonmon6236
    @anonmon6236 3 หลายเดือนก่อน

    What about un-inverting yield curve?

  • @jimmychan9138
    @jimmychan9138 3 หลายเดือนก่อน

    Thanks for the insightful and sensible analysis

  • @humamuddin4590
    @humamuddin4590 3 หลายเดือนก่อน

    exceptional insights as always, thank you

  • @k98killer
    @k98killer 3 หลายเดือนก่อน

    Joseph, from my calculations, the Fed's liabilities have an over 2% impairment due to their accumulated losses being in excess of twice their capital. When and how will this matter?

  • @PemmieM
    @PemmieM 3 หลายเดือนก่อน

    Keep up the great format and show Joseph!

  • @jamesrandolph3964
    @jamesrandolph3964 3 หลายเดือนก่อน

    Excellent update, data is on point. thank you!

  • @The_Laid_Off_Life
    @The_Laid_Off_Life 3 หลายเดือนก่อน +3

    Higher highs = inflation is full speed ahead......
    Stagflation is the play going forward........
    All the newcomers to USA take about 2-3 years to add to consumption in a meaningful way as they form households, kids etc...... this is probably the single biggest aspect IMO
    I'm staying with low PE dividend paying stocks and buying more weekly....
    Great report Joseph !

  • @MrTigerStarX
    @MrTigerStarX 3 หลายเดือนก่อน +1

    Those who said there would be an "emergency cut" seemed wildly off base.

  • @mianoj333
    @mianoj333 3 หลายเดือนก่อน +1

    Excellent as always , thank you 🙏

  • @TheCritterDepot
    @TheCritterDepot 3 หลายเดือนก่อน +1

    too sobering... gimme that recession hysteria dopamine rush!!!

  • @faitavecamour17
    @faitavecamour17 3 หลายเดือนก่อน

    Thank you for your valuable insights! 🤩😊

  • @2023Red
    @2023Red 3 หลายเดือนก่อน

    Joseph. Spot on once again. Perhaps you might spend a moment on U6 rates too.

  • @andrewtay2001
    @andrewtay2001 3 หลายเดือนก่อน

    Thank you Joseph.

  • @janeznovak7589
    @janeznovak7589 3 หลายเดือนก่อน

    What is going on 😂😂 I came from holidays 😅 can't wait to watch video 🎉🎉

  • @bobbydigital215
    @bobbydigital215 3 หลายเดือนก่อน

    Joseph- Fair question in regards to the impact of migration on the economic data…. With the millions of migrants that entered the country this year, why are McDonalds sales going down?

    • @sociolocomtsac
      @sociolocomtsac 3 หลายเดือนก่อน

      Have you seen McDonalds prices? For that money, I'd rather go to Chipotle or Killer Burger or other shops. Texas Roadhouse, Chili's, etc. doing better than ever.

  • @incawarrior5470
    @incawarrior5470 3 หลายเดือนก่อน

    What happened to your “crash up” talking point? 😂

  • @ThickCutBacon
    @ThickCutBacon 3 หลายเดือนก่อน

    Super insightful!!

  • @Jeff__M
    @Jeff__M 3 หลายเดือนก่อน +1

    Thanks Joseph!!

  • @mariocabella5476
    @mariocabella5476 3 หลายเดือนก่อน

    Great report this week!

  • @jimherebarbershop8188
    @jimherebarbershop8188 3 หลายเดือนก่อน +1

    Thanks

  • @jjteo1
    @jjteo1 3 หลายเดือนก่อน

    great analysis as usual!

  • @princephilipog1336
    @princephilipog1336 3 หลายเดือนก่อน +1

    09:00 - Didnt Biden, walk into that empty plane for no reason? 😆

    • @Kolumbus123
      @Kolumbus123 3 หลายเดือนก่อน

      He didn't.
      Several people including the pilot were still on board, so he went in there to thank the pilot(s) and possibly others who had been involved (only the three people freed had left the plane yet).
      You are falling for and spreading deliberately seeded/harvested/amplified disinformation.

  • @leonardogoncalves9616
    @leonardogoncalves9616 3 หลายเดือนก่อน

    Thanks

  • @CKL800
    @CKL800 3 หลายเดือนก่อน

    Thanks Joseph👍🏻

  • @ChuckSwiger
    @ChuckSwiger 3 หลายเดือนก่อน

    The AI trade is turning, more news about the competitive spending by the hyperscalers and wen the returns on that will start to show up on their bottom lines - INTC got clobbered Friday.

    • @Fedguy12
      @Fedguy12  3 หลายเดือนก่อน

      The hyperscalers are spending big. That hasn't helped their profits but should be good for NVDA.

  • @masonsteed7835
    @masonsteed7835 3 หลายเดือนก่อน

    The bond market was wrong the whole hiking cycle. The irrationality provides great opportunity

  • @danielscott1409
    @danielscott1409 3 หลายเดือนก่อน

    Thanks!

  • @kish2934
    @kish2934 3 หลายเดือนก่อน +1

    Are you saying illegal migrants are counted in the labor force participation rate? That's surprising.

    • @sociolocomtsac
      @sociolocomtsac 3 หลายเดือนก่อน +1

      Legal immigration is up as well.

  • @timothyha2854
    @timothyha2854 3 หลายเดือนก่อน

    Higher for longer - stocks

  • @xenxen9524
    @xenxen9524 2 หลายเดือนก่อน

    welcome to long bear market

  • @personalfreedom2700
    @personalfreedom2700 3 หลายเดือนก่อน

    Don’t fight the tape!

  • @Damian_M287
    @Damian_M287 3 หลายเดือนก่อน +1

    Copium in the Friday Bls data is strong here 😂.

  • @mjbucar
    @mjbucar 3 หลายเดือนก่อน

    There is ALWAYS denial of ALL sorts whenever the stock market / economy starts to slowly turn.

  • @harryj1081
    @harryj1081 3 หลายเดือนก่อน

    aged well, buffet just dumbed 50% aapl stock and you still calling buy the dip. time to scoop up more apple shares i guess.

  • @DoctorHemi
    @DoctorHemi 3 หลายเดือนก่อน +1

    I also think the highs for the year are not yet in. This little correction affords the establishment powers-that-be an opportunity to push the market up just as people are either early voting or deciding which way to vote on election day.

  • @chrisp9466
    @chrisp9466 3 หลายเดือนก่อน +1

    ❤❤❤❤❤❤❤❤❤❤❤❤❤

  • @plattsfire
    @plattsfire 3 หลายเดือนก่อน

    Most immigrants are illegal and don't get counted in the unemployment survey, though, right?

    • @Fedguy12
      @Fedguy12  3 หลายเดือนก่อน

      Illegal immigrants are counted in the official surveys

  • @johnl.7754
    @johnl.7754 2 หลายเดือนก่อน

    Looks like a crash Monday opening 😮

  • @dennisliu1563
    @dennisliu1563 3 หลายเดือนก่อน

    👍👍👍

  • @eugeneeugene3093
    @eugeneeugene3093 3 หลายเดือนก่อน +1

    Respectfully, what data do you have that shows millions of people entering the country illegally and taking jobs to dilute the unemployment rate as mentioned?

    • @brianborse3555
      @brianborse3555 3 หลายเดือนก่อน +1

      He's referring to the spread between the monthly NFP numbers and the roughly 100,000 illegal entrants every 30 days, i.e
      when millions of adults cross into the US, they theoretically soften the existing labor market by adding to its supply.
      You can think about it like if 10,000 people showed up in your town tomorrow morning, would there be enough "Now Hiring!" signs to accommodate all of them?

    • @eugeneeugene3093
      @eugeneeugene3093 3 หลายเดือนก่อน

      @@brianborse3555 what evidence is there that so many people have effectively crossed the border in the past 12 months to impact reported US tax paying jobs that require social security numbers. That’s what I’m asking.

    • @eugeneeugene3093
      @eugeneeugene3093 2 หลายเดือนก่อน

      @@brianborse3555 I definitely responded to you on this, but idk what happened to my comment. I asked, where is the evidence that these 100k illegal people per month are taking these reported jobs that require social security numbers and paid taxes? Also, to the effect that it is diluting the unemployment number. Please, I would love to read the data or evidence on this. It’s really conjecture that amounts to nothing more than a racist dog whistle.

  • @mattsmith8497
    @mattsmith8497 3 หลายเดือนก่อน +1

    So to be clear do you think that if the government runs perpetual and large budget deficits, which seems to me to enjoy bipartisan support, and allows large flows of immigration into the country, then we can stave off a recession indefinitely? As a thought experiment let's just say that the dems take the White House and policy initiatives remain largely the same. Would that mean a double shot of irresponsible fiscal spending and lax immigration policy will prevent any meaningful slowdown for another four years? Again I really think you put too much faith in the FED and treasurys ability to 'manage' the US economy. I think markets are going to rip one last time before even hard headed technocrats like yourself finally realize that the average consumer is weak and the economy is/has been weakening significantly for over a year now. I feel like you're going to find yourself on the wrong side of history in the not too distant future

  • @manivang9792
    @manivang9792 3 หลายเดือนก่อน +1

    First

  • @bawbawsumhpa
    @bawbawsumhpa 3 หลายเดือนก่อน +20

    Please do not make it so that you HAVE to talk about 3 things in every episode. You can just say what you things is important in this week without anchoring yourself to or have to find a topic so that it is 3 things. Just talk about what you think is important. Do not have to make it 3 things or something because it seems artificial.

    • @richandunreachable
      @richandunreachable 3 หลายเดือนก่อน

      good comment

    • @simrans3675
      @simrans3675 3 หลายเดือนก่อน +6

      You trying to tell him how much to talk? Go outside today. Absolute clowns on the inter webs 😂😂😂

    • @mskmsk7174
      @mskmsk7174 3 หลายเดือนก่อน +1

      Please don't tell him how to do his podcast. Rather, concentrate on how you should do yours.

    • @The_Laid_Off_Life
      @The_Laid_Off_Life 3 หลายเดือนก่อน +2

      3 topic format is good imo. It's manageable and runs about 5 mins per topic.
      Perhaps his subscription services does what you are looking for, so subscribe, pay and see if it's good to go ......

  • @petergozinya6122
    @petergozinya6122 3 หลายเดือนก่อน

    Thank you Joseph.