Podcasts about federal reserve open market committee

The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what it means for global markets, supply chains, and future negotiations. Danny reviews his trip to South Africa, and they discuss the possible impact of AI on employment; market dynamics are being pulled by two forces: older, more bearish investors, and youthful, more bullish types; dealing with investor exhaustion. The first fallout from the GLP-1 craze is Weight Watchers' bankruptcy; health = wealth. SEG-1: Fed Day Preview - China Blinks SEG-2a: Speaking Like Alpha's & Danny's Travelogue SEG-2b: China Returns to the Table SEG-3a: What Is Overall Impact of AI? SEG-3b: Market Dynamics - Where Are Investors Going? SEG-4: GLP-1 Fallout - Weight Watchers' Bankruptcy 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 video on YouTube: https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here: https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "No Free Lunch: The Hidden Costs of 'Free' Investment Advice" https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- 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/ #MarketSellOff #20DMA #50DMW #200DMA #InvestingOpportunity #FinancialAdvice #SmartInvesting #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what it means for global markets, supply chains, and future negotiations. Danny reviews his trip to South Africa, and they discuss the possible impact of AI on employment; market dynamics are being pulled by two forces: older, more bearish investors, and youthful, more bullish types; dealing with investor exhaustion. The first fallout from the GLP-1 craze is Weight Watchers' bankruptcy; health = wealth. SEG-1: Fed Day Preview - China Blinks SEG-2a: Speaking Like Alpha's & Danny's Travelogue SEG-2b: China Returns to the Table SEG-3a: What Is Overall Impact of AI? SEG-3b: Market Dynamics - Where Are Investors Going? SEG-4: GLP-1 Fallout - Weight Watchers' Bankruptcy 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 video on YouTube: https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: “Curb Your Enthusiasm” In 2025 https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here:  https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "No Free Lunch: The Hidden Costs of 'Free' Investment Advice" https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- 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/ #MarketSellOff #20DMA #50DMW #200DMA #InvestingOpportunity  #FinancialAdvice #SmartInvesting #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

On Wednesday, March 19, the Federal Reserve Open Market Committee made its latest decision on interest rates: "Steady as she goes," said the Fed, a succinct decision that led to one of the shortest Fed statements in recent memory.

An hour ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) but slowing the pace of its Quantitative Tightening program.And just a little while ago, Fed Chair Jerome Powell just wrapped up his press conference related to this release. The market's reaction (so far) has been positive.My bullet-point notes to Powell's conference are below.And I'm also happy to announce that Fed-watcher Axel Merk is joining us again to deliver his expert reaction to the Fed's latest guidance as well as take your questions live.

This week Will and Ben discuss how the newly active tariffs will impact agriculture markets.Market recap (changes on week as of Sunday's close): » March 2025 corn down $.04 at $4.82» December 2025 corn down $.01 at $4.60» March 2025 soybeans down $.13 at $10.42» November 2025 soybeans up $.03 at $10.51» March soybean oil about up .89 cents at 46.11 cents/lb» March soybean meal down $4.80 at $301.10/short ton» March wheat up $.15 at $5.59» July 2025 wheat up $.14 at $5.84» March 2025 cotton down 1.73 cents at 65.88 cents/lb» December 2025 cotton down 0.79 cents at 68.71 cents/lb » October WTI Crude Oil down $2.13 at $72.53/barrel Weekly highlights:The Federal Reserve Open Market Committee maintained the federal funds rate at a range of 4.25-4.50%. In the official policy statement released- words around inflation moving in the correct direction were removed.In the fourth quarter of 2024, the US economy grew at an annual rate of 2.3%, driven by consumer and government spendings, despite downturns in investment and exports. This compares to expectations of 2.5% growth and the 3.3% experienced in Q4 of 2023.US crude oil stocks increased 145.5 million gallons on the week- the first increase in 2.5 months. Gasoline stocks were up 124 million gallons week over week while distillate fuel stocks were down 210 million gallons. Implied gasoline demand was 3% on the week.US ethanol production pulled back to 298 million gallons as the cold snap across the Midwest limited production. The volume compares to 323 the week prior and 291 the same week last year. This was the first time production fell below 300 million gallons since September.The December Cotton Systems report indicated that cotton consumption was 77% lower than December 2023 with cotton stocks down 50% year over year. Manmade fiber was down 26% from November 2024 and 4% from December 2023.It was a mixed week for export sales of US grains and oilseeds. Corn sales of 53.5 million bushels were down from the week prior. Soybean sales of 16.1 were bearish coming in below all expectations while wheat sales of 16.8 million bushels were near the top end of expectations. There were again- no new sorghum export sales.The USDA January 2025 cattle inventory report revealed the total US cattle inventory decreased by 1% from the previous year, totaling 86.7 million head as of January 1, 2025. This marks the lowest level of beef cattle in 64 years.Grain export inspections from the US last week came in within expectations. Corn, soybeans, and sorghum weekly shipments were all higher than the week prior, but lower week over week for combined US wheats.Topics:» Cotton market in peril» Trade tariffs with Canada and China » Avoiding tariffs with Mexico» Fed holds interest rates steady» Reports to watchConnect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week Will and Ben breakdown private corn and soybean estimates and talk corn exports.Market recap (changes on week as of Monday's close): » September 2024 corn down $.06 at $3.90» December 2024 corn down $.05 at $4.07» September 2024 soybeans up $.01 at $10.31» November 2024 soybeans up $.2901 at $10.40» September soybean oil down 1.49 cents at 41.09 cents/lb» September soybean meal up $3.70 at $338.70/short ton» September 2024 wheat down $.08 at $5.39» July 2025 wheat up $.09 at $6.01» October cotton down .96 cents at 66.55 cents/lb» December cotton down 1.43 cents at 67.78 cents/lb» September WTI Crude Oil down $1.59 at $73.17/barrelWeekly highlights:The Federal Reserve Open Market Committee held their short-term interest rate target steady at 5.25-5.50% as expected while signaling a potential for a cut in September. Jerome Powell's press conference afterward was more dovish than the committee statement.The US economy added 114,000 jobs in July- down sharply from expectations of 185,000 and down from 179,000 last month. The US unemployment rate jumped to 4.3% up from 4.1% last month.US energy stocks were mostly lower week over week. Stocks were down for crude oil and gasoline 144 and 154 million gallons, respectively. For crude oil, stocks fell nearly 1.16 billion gallons in July (-6%). Weekly implied gasoline was down week over week 2%.US ethanol production increased to an all-time record of 36 million gallons- up 4 million gallons week over week and exclipsing the previous record set in Dec 2017. Ethanol stocks increased just slightly on the week on higher production and lower demand.Open interest in Chicago commodities was up 1.2% for Chicago wheats, 2.3% and for Cotton 1.5%, everything else was down- corn at -3.9%, soybeans (-6.7%), soybean oil (-4.1%), Soybean meal (-5.1%), and rough rice (-7.4%).Collectively across the grains and oilseeds, managed money futures and options positions reduced their record net short by another 9,290 positions. However, money managers did buy reduce their large net shorts of corn 23,453 positions. They increased their short in soybeans 14,932 net positions. Both corn and soybeans are still the fourth and second largest net shorts in history, respectively.Farmer selling of corn contracts continued as producers and merchants reduced their net long 27.6%. However, there was a sharp increase in long positions held for soybeans by producers and merchants at a 53.7% increase.US grain and oilseed export sales were mixed. 2023/24 sales were bearish for corn at 6.6 million bushels, bullish for soybeans at 13.9 million bushels and slightly bearish for wheats in the old crop marketing year. Cotton and rice markets saw net cancelations at the end of their respective marketing years. New crop sales were supportive.Weekly grain and oilseed export inspections were neutral to bullish on the week. Corn export inspections of 47.8 million bushels were above all expectations and seasonally strong. Sorghum shipments of 6.8 million bushels were strong. Soybean and wheat shipments were as expected.StoneX was the first private firm out of the gate with 2024 corn and soybean yield and production estimates. They pegged US corn at 182.3 bushels to the acre with a production of 15,207 million bushels compared to USDA in July at 15.100 million bushels. US soybean estimates were 52.6 bushels/acre with production at 4,483 million bushels compared to USDA at 4,435 million bushels.US corn conditions fell 1% on the week to 67% good to excellent after increasing 1% last week. The average for this time of year is 62%. National soybean ratings increased 1% to 68% and compares to 60% on average.US cotton conditions decreased to 45% good to excellent- down from 49% last week and 53% the week before that. The composite dropped to 314 and compares to 328 on average.Topics:» Market recap» Corn, soybean production estimates» Corn export inspections seasonally high» Roadmap for selling more corn to China» FED tracking for September interest rate cut» Reports to watchConnect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A few days ago, the Federal Reserve Open Market Committee released its latest policy decision, followed by a press conference by Fed Chair Jerome Powell. The Fed kept interest rates unchanged, and reiterated that it thinks it's making good progress getting inflation under control while protecting the jobs market. Soon after Powell's conference, in a live event available only to Thoughtful Money's premium Substack subscribers, noted Fed-watcher Axel Merk gave his breakdown of the Fed's latest guidance, and then fielded live Q&A from viewers. Here's the replay video of that discussion with Axel. Enjoy! WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #fed #interestrates

"Join Megan Lynch and Debbie Monterrey as they discuss the recent developments in the financial market with Jill Schlesinger, CBS News business analyst and expert from Jill on money.com. Gain a clear understanding of bull and bear markets and how they impact investments. Discover the criteria for identifying bull and bear markets and learn about the current market trends. Get valuable insights into the potential implications for investors and stay informed about the upcoming audit report on inflation and the Federal Reserve Open Market Committee meeting. Don't miss this informative discussion on the state of the economy and its potential impact on your financial plans!"

Just a week ago, on May 3rd the Federal Reserve Open Market Committee adjourned their latest meeting, and announced to the world that they were raising the Fed Funds rate to 5 1/4%, the highest rate since 2007. The feeling around here was, ho hum, another rate hike following a long line of hikes. Most people feeling that “at least they didn't hike rates any more.”

Declining asset prices for commercial real estate, noted in several new reports as well as the recently-published minutes from last month's meeting of the Federal Reserve Open Market Committee, have been a long-expected eventuality ever since interest rates began rising last year. While apartment asset prices are beginning to soften, strong fundamentals and positive rent growth trends could lead buyers and investors to see the light of opportunity shining through the cracks forming in multifamily property values. Link to sources discussed in this episode: Apartment List: “National Rent Report, February 2023” - https://www.apartmentlist.com/research/national-rent-data Federal Reserve Bank of the United States: “Minutes of the Federal Open Market Committee January 31–February 1, 2023” - https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230201.pdf Moody's Analytics: “The Fed's 2% Rule: Is It Realistic? How Would a New Economic Regime Impact CRE?” - https://cre.moodysanalytics.com/insights/cre-news/the-2-percent-commitment/ MSCI: “Prices of US Commercial Property Tumbled in January” - https://www.msci.com/www/quick-take/prices-of-us-commercial/03673737959 Federal Reserve Bank of the United States: "2023 Stress Test Scenarios, February 2023" - https://www.federalreserve.gov/newsevents/pressreleases/files/bcreg20230209a1.pdf RealPage: “Multifamily Permits and Starts Both Decline” - https://www.realpage.com/analytics/multifamily-permits-and-starts-both-decline/ United States Census Bureau: "Monthly New Residential Construction, January 2023" - https://www.census.gov/construction/nrc/pdf/newresconst.pdf Berkadia: “Construction Timelines Research Report” - https://base.berkadia.com/wp-content/uploads/2023/02/Berkadia-Apartment-Construction-Timelines-Update-2023.pdf For the latest multifamily news from across the internet, visit the Gray Report website: https://www.grayreport.com/ Sign up for our free multifamily newsletter here: https://www.graycapitalllc.com/newsletter/ DISCLAIMERS: This podcast does not constitute professional financial advice and is for educational/entertainment purposes only. This podcast is not an offer to invest.

Fed Funds rate of 7%? It's a possibility! In six years and 300 episodes, we've covered a lot of ground on the FarrCast, but there are few if any interviews Michael Farr has done as important and revealing as this from February 23, 2023 with Dr. Jeffrey Lacker. Dr. Lacker is former President of the Federal Reserve Bank of Richmond, and as such was a member of the Federal Reserve Open Market Committee. Jeff's insider insight into the workings of the Fed is must-listen for any investor, or student of economics, as we navigate the uncertainties of the day. Listen today for a deeper understanding of monetary policy in the post-pandemic economic universe!

Exactly one week from today, the Federal Reserve Open Market Committee will meet to decide their latest interest rate...

Exactly one week from today, the Federal Reserve Open Market Committee will meet to decide their latest interest rate...

Exactly one week from today, the Federal Reserve Open Market Committee will meet to decide their latest interest rate...

Exactly one week from today, the Federal Reserve Open Market Committee will meet to decide their latest interest rate...

Investors are bracing for the Federal Reserve Open Market Committee meeting this week, ready for another policy announcement to curb inflation. Workers are returning to the office, but surveys show that in-person attendance is down, compared to pre-pandemic levels. New Jersey Governor Phil Murphy discusses the impact of New York's return-to-office push on the Garden State commuters and taxpayers. New York Times reporter Kate Kelly details the in-person trends on Wall Street, the waves of layoffs still to come, and what's likely to be a meager bonus season. Plus, Beyond Meat's COO has been arrested for allegedly biting a fellow sports fan's nose, and Amazon has scored an NFL touchdown–virtually. In this episode:Kate Kelly @katekellyGovernor Phil Murphy, @GovMurphyBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

Episode 157:   On today's episode of “The Building Code,” Zach and Charley are chatting with Ernie Goss, Ph.D., principal investigator, professor of economics and holder of the Jack MacAllister Chair at Creighton University. Ernie is world-renowned for his economic expertise and has published more than 100 research studies focusing primarily on economic forecasting.   Listen to the full episode to hear his insight on when the economy will turn around and where it's heading next.   Will the pricing of the homes need to adjust to keep the demand of the construction market a bit higher? Will that make building more affordable, too, as a result?   “Well, I'll just tell you what I told my niece. She lives in Atlanta. She said she's been having a difficult time buying a house. And I just told her availability's going to be higher. There will be more choices. Supply will increase. Now, as far as the price, we're going to see it moving sideways, but a significant downturn like we saw in 2008 and 2009, we're not going to see it this time. And this is my experience from the construction industry. As long as there's lending, contractors will keep building."   What signals are you watching to predict possible changes in the economy?   “The signals that I see, and I'm not always right in looking at signals, but watch what the federal governors or the Federal Reserves say. The governors of the Federal Reserve Open Market Committee, watch them, listen to them, what they're saying, because they're telling you where they're going. And one thing that really affects building that we haven't heard any noise about is the balance sheet of the Federal Reserve.”     LINKS AND MORE   Related content: Check out the Goss & Associates website to subscribe to the “Economic Trends Newsletter.” Listen to the last episode of “The Building Code” to hear about the top five areas you should be focusing on for continued success in project management and business growth. Subscribe here, and never miss an episode. Got podcast topic suggestions? Reach out to us at podcast@buildertrend.com. The Better Way, a podcast by Buildertrend: Looking to improve how your team plans projects with the top residential construction management platform this year? Pick up Buildertrend project planning pro tips on the newest season of “The Better Way, a podcast by Buildertrend.” Subscribe and stream all five bingeable episodes on your favorite listening app now. Follow us on social: Instagram and Facebook: @Buildertrend Listen to “The Building Code” on YouTube! And be sure to head over to Facebook to join The Building Code Crew fan page for some fun discussions with fellow listeners.

The markets continue to be volatile, and Michael Farr says strap in -- the volatility will continue. On this week's episode Michael welcomes Jim Lebenthal for a discussion on the emotional discipline demanded of the wise investor. Dan Mahaffee joins for the latest from Washington, including a survey of the economic damage of immigration policy, and for his special guest, Michael welcomes Dr. Jeffrey Lacker. Dr. Lacker is a former member of the Federal Reserve Open Market Committee and while he gives the Fed positive marks for their most recent moves, he says more economic pain is to come. Giving you insight into Wall Street, Washington, and The World -- it's The FarrCast!

Markets remain quite bruised and battered as investors digest the results of last week's Federal Reserve Open Market Committee decisions and Chairman Powell's latest guidance. The Fed continues talking tough about its commitment to fighting inflation. Is it willing to sacrifice the markets in this pursuit? To discuss this, we welcome back Axel Merk, President and Chief Investment Officer of Merk Investments to the program. Axel is one of the most connected Fed-watchers we know, and he just spent time at a closed-door event with several of the top economic policymakers in the country, like former US Treasury Secretary and Director of the National Economic Council Larry Summers and James Bullard, St Louis Fed President. See the YouTube Video for the charts and graphics: https://youtu.be/0vsQbP77_L4

At precisely 2 pm eastern time today, the Federal Reserve Open Market Committee will flash to all the world, their latest decision on Interest Rates. By all accounts, Wall Street is absolutely convinced that the Fed will raise interest rates by half a percentage point. Bringing the new Fed Funds Rate to an even 1%.  

At precisely 2 pm eastern time today, the Federal Reserve Open Market Committee will flash to all the world, their latest decision on Interest Rates. By all accounts, Wall Street is absolutely convinced that the Fed will raise interest rates by half a percentage point. Bringing the new Fed Funds Rate to an even 1%.  

At precisely 2 pm eastern time today, the Federal Reserve Open Market Committee will flash to all the world, their latest decision on Interest Rates. By all accounts, Wall Street is absolutely convinced that the Fed will raise interest rates by half a percentage point. Bringing the new Fed Funds Rate to an even 1%.  

At precisely 2 pm eastern time today, the Federal Reserve Open Market Committee will flash to all the world, their latest decision on Interest Rates. By all accounts, Wall Street is absolutely convinced that the Fed will raise interest rates by half a percentage point. Bringing the new Fed Funds Rate to an even 1%.  

In this episode of the Planned Solutions Incorporated Podcast, The Federal Reserve Open Market Committee recently switched gears from its low-interest rate stance to stimulate economic growth and job creation to a higher interest rate stance to combat inflation. This has caused some to predict a period of stagflation where economic growth is slow, and inflation is high. However, most economic data, as well as the Federal Reserve's statement, indicate that the US economy is strong enough to withstand higher interest rates. Also, Oil prices have experienced extreme levels of volatility in recent weeks with prices increasing 9% in a single day as well as declining 11.5% later in the same week. Some of this price change is undoubtedly caused by the uncertainty surrounding Russia's invasion of Ukraine, but some of the price volatility is also likely the result of speculators buying and selling oil futures to profit from price changes or hedge other investments. And, there are certain circumstances where an individual may end up having a tax basis in their IRA. The basis amount is tracked on their income tax returns on Form 8606 and is carried forward from year to year. It is very important to maintain accurate records of this tax basis to determine the amount of any future IRA distributions that will be tax-free. In addition, the tax basis in an IRA can be transferred to the account beneficiaries which may reduce their tax liability as well. Plus a look at the Planned Solutions Incorporated Office Bulletin Board- The war in Ukraine has created another type of war, a ratings war, with even normally reputable news organizations resorting to hyperbole and exaggerated claims in an effort to lure in viewers and readers. This is making it more and more difficult to get access to rational, balanced, and objective analysis about what is going on in Ukraine and the implications that it may have for the global economy. In our last newsletter we referenced a book, Prisoners of Geography, that we feel gives a good explanation of the historical and geographic factors that set the stage for Russia's invasion of the Ukraine without any of the emotion or sensationalism that has crept into the current news coverage. Another good resource is the podcast, “Why it Matters,” which is published by the Council on Foreign Relations. They posted an episode on March 2, 2022, titled Perspective on Ukraine, with Richard Hass. The episode is a good summary of the current situation in Ukraine from a US foreign policy perspective. Chase Armer's book- Financial Planning Insights is now available at: store.bookbaby.com/book/financial-…anning-insights www.amazon.com/Financial-Plannin…1586894022&sr=8-1 To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc. ADDRESS: PHONE: 1130 Iron Point Road, Suite 170 (916) 361-0100 Folsom, CA 95630 (800) 750-2111 E-MAIL: FAX: Shannon@PlannedSolutions.com (916) 361-0191 WEB SITE: www.PlannedSolutions.com #finance #invest #investment #stocks #inflation #deflation #bonds

Gary Gensler, chair of the U.S. Securities and Exchange Commission, unveiled a few ideas that could stir up concern for companies. One involves a  boost to the power that shareholders have, another deals with the concept of buying back stocks. Helping us talk through these proposals is the University of Michigan’s Erik Gordon. We also discuss the membership of the Federal Reserve Open Market Committee, which votes on interest rates and central bank stimulus.

Gary Gensler, chair of the U.S. Securities and Exchange Commission, unveiled a few ideas that could stir up concern for companies. One involves a  boost to the power that shareholders have, another deals with the concept of buying back stocks. Helping us talk through these proposals is the University of Michigan’s Erik Gordon. We also discuss the membership of the Federal Reserve Open Market Committee, which votes on interest rates and central bank stimulus.

Yesterday afternoon the Federal Reserve Open Market Committee released the minutes of their latest meeting, which concluded on July 28. As is their tradition, the minutes from these meetings are released about a month after they actually occur.

July 26th, 2021, Season 3 Episode 27"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.In this episode Keith educates us on several types of annuities and how they vary between individuals. He also discusses this week's upcoming earnings reports for “Big Tech” companies such as Apple, Microsoft, Facebook and Alphabet just to name a few. He also notes the significance of the Federal Reserve Open Market Committee's monetary policy decision, expected on Wednesday. Additionally, he discusses the financial markets including regulatory constraints on Chinese stocks, and the initial public offering of Robinhood, which will be traded on the Nasdaq under the stock symbol “HOOD.” Then Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.We hope you enjoy the show and share it with colleagues and friends.Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

Yesterday we had the most recent release of the Federal Reserve Open Market Committee's minutes. They were the minutes of the meeting held on June 16th. 

In this week's “Five Minutes With Scott Colbert” video, Scott gives a glimpse at how the voting members of the Federal Reserve Open Market Committee develop their policy positions on evolving economic activity and exercise their influence on monetary policy-setting matters.  By focusing on the analysis of individual members in the course of the eight meetings the Central Bank conducts each year, Fed watchers can see the changing trends and shifts in the thinking of the overall body.  Will the Fed begin “tapering” their purchases of Treasuries and start raising interest rates sooner than they might have intended as the effects of the pandemic diminish?  Colbert suggests you can answer this question by looking at the individual positions that Fed Bank Presidents like James Bullard in St. Louis, Eric Rosengren in Boston and Robert S. Kaplan in Dallas are starting to articulate.  Will the rest of the Fed adopt a speedier return to normalize interest rates?  

The ARC Asset Management Team goes over the “American Families Plan” proposal, the potential for tax increases, and the latest Federal Reserve Open Market Committee meeting. The team will also provide an overview of recent trends in equity and fixed income markets and cover official economic data releases.

The markets have consolidated near their pre-pandemic highs, but the economic data on the recovery is leveling off. In Washington, progress on a new round of stimulus is slow at best, even as extended unemployment relief expires. The future is always uncertain -- but there is more uncertainty now than ever. Don't worry, get informed! Michael Farr welcomes Jim Iuorio to explain the distortions in the markets, and where he sees opportunities. Dan Mahaffee explains the logjam on Capitol Hill, and the forces that each party are facing within their own caucuses. Dr. Jeffrey Lacker, former President of the Richmond Federal Reserve Bank joins Michael for an extended discussion on where the economy sits, and where it is going. Dr. Lacker has "been in the room" as a member of the Federal Reserve Open Market Committee, and understands the process. Emergency measures were necessary, and have certainly helped -- but Dr. Lacker warns the tools of the Central Banks are limited moving forward. It's a fantastic new FarrCast filled with information. Join Michael Farr as he explores Wall Street, Washington, and The World!

Superintendent Ed Kurt makes the case for the Findlay City Schools 5.9-mill additional operating levy that will appear before voters on the March ballot - The Federal Reserve Open Market Committee's first meeting of the year produced no surprises... how does the current and projected environment impact Americans’ pursuit of their 2020 financial goals? - The authors of the new children's book 'Ida Finds Her Voice' discuss the importance of standing up to racism, bullying and intolerance in the world kids are growing up in - Open Arms has a new event coming this spring with food and fun for the entire family to enjoy

Visit me at the Benzinga Trading Conference, NYC tomorrow Fed Tweaking Language to Officially Adopt Easing Bias Keeping with its tradition of having a tendency to act incrementally, the Federal Reserve Open Market Committee today announced that it was leaving interest rates unchanged - which was the consensus. There was an 80% probability that the Fed would leave interest rates unchanged.  The other 20% was that they would cut rates. So there was a zero percent probability that the Fed would increase rates.  But before delivering an official rate cut, what the Fed wanted to do was to prepare the markets in advance and take one step in that direction, which was to tweak its language to officially adopt a bias toward easing, which is exactly what the Fed did. Fed to Sustain "Expansion" The Fed basically acknowledged that the economic data had been weakening and that they wanted to do what was appropriate, or that they were willing to do what was appropriate to sustain the expansion. Now, they didn't come right out and say that the economy is headed for a recession; even though that is exactly what is happening. They said they wanted to see more data before they moved. But after they failed to cut rates, the probability for a rate cut in July, which is the very next time the Fed meets, rose to 100%.  So they took the 20% probability for the cut in June, since we didn't get it, the markets added that to the 80% probability of a cut in July. Looking Toward Negative Data Which means the markets are convinced that whatever data the Fed sees between now and the July meeting in going to be bad. It's not going to be good (positive) data. Of course, it IS going to be bad data. The data has been bad.  The economy has been weakening. We've been seeing a series of weakening economic data.  The economy is not just slowing down, it is headed to a recession. That is something that the Fed will never admit.

Visit me at the Benzinga Trading Conference, NYC tomorrow Fed Tweaking Language to Officially Adopt Easing Bias Keeping with its tradition of having a tendency to act incrementally, the Federal Reserve Open Market Committee today announced that it was leaving interest rates unchanged - which was the consensus. There was an 80% probability that the Fed would leave interest rates unchanged.  The other 20% was that they would cut rates. So there was a zero percent probability that the Fed would increase rates.  But before delivering an official rate cut, what the Fed wanted to do was to prepare the markets in advance and take one step in that direction, which was to tweak its language to officially adopt a bias toward easing, which is exactly what the Fed did. Fed to Sustain "Expansion" The Fed basically acknowledged that the economic data had been weakening and that they wanted to do what was appropriate, or that they were willing to do what was appropriate to sustain the expansion. Now, they didn't come right out and say that the economy is headed for a recession; even though that is exactly what is happening. They said they wanted to see more data before they moved. But after they failed to cut rates, the probability for a rate cut in July, which is the very next time the Fed meets, rose to 100%.  So they took the 20% probability for the cut in June, since we didn't get it, the markets added that to the 80% probability of a cut in July. Looking Toward Negative Data Which means the markets are convinced that whatever data the Fed sees between now and the July meeting in going to be bad. It's not going to be good (positive) data. Of course, it IS going to be bad data. The data has been bad.  The economy has been weakening. We've been seeing a series of weakening economic data.  The economy is not just slowing down, it is headed to a recession. That is something that the Fed will never admit.

Wednesday is the Federal Reserve Open Market Committee meeting. FOMC for short. In plain English, this is where they tell the world how their going to manage the US economy going forward. In reality, they can't - but they believe they can.Markets remain at near term highs, and we're not getting into the zone where we're looking for signs and a signal of a top... Could be a few weeks away or sooner... See acast.com/privacy for privacy and opt-out information.

On this episode of the Planned Solutions Financial Review Podcast we discuss, The stock market and how it has become increasingly focused on Federal Reserve policy and the future path for interest rates. So much so that the comments from various Federal Reserve Open Market Committee (the committee tasked with setting short-term interest rate targets) members have caused the stock markets to swing wildly in recent weeks. What are the implications? And, One of Warren Buffett’s many notable quotes seems particularly timely at the moment. Buffet once said: “The less prudence with which others conduct their affairs, the more prudence with which we should conduct our own affairs.” The idea is that we are all participants in the same economy. Therefore, the actions of others are likely to have an impact on our financial prospects even if we act more prudently. Also,Tax Loss Harvesting is a strategy that involves selling certain investment positions (stocks, bonds, mutual funds, ETFs, etc.) at a tax loss to offset realized capital gains or other taxable income up to the $3,000 limit. Plus a look at the Planned Solutions Incorporated Office Bulletin Board- With the holidays quickly approaching, we want to make sure you are aware of our holiday schedule for this year. December 24th Closed December 25th Closed January 1st Closed Given the above holiday schedule, as well as the holiday schedule of many of the companies that we work with, we ask that any forms or other requests that must be completed before year-end be submitted as soon as possible. If any paperwork or requests come in close to the end of the year, we will make our best efforts to process the forms or fulfill the request but cannot guarantee that it will be completed in time due to factors beyond our control. If you have yet to subscribe to the Personal Financial Review, email Katie@plannedsolutions.com

The SchiffGold Friday Gold Wrap podcast combines a succinct summary of the week’s precious metals news coupled with thoughtful analysis. Visit https://schiffgold.com/news/ In this episode we talk about this week's hawkish Federal Reserve Open Market Committee meeting. Yellen indicated we can expect another rate cut this year, and announced the Fed will move forward with shrinking the balance sheet. We think Yellen and company are over-optimistic. In fact, Yellen has put herself in a box. We also talk about the Toys R Us bankruptcy and more generally discuss this year's retail bloodbath. Tune in to the Friday Gold Wrap each week for a recap of the week’s economic and political news as it relates to gold and silver.

Thank Garfield it's Friday! Today's strip is, honestly, not all that great, but nonetheless proves fodder for a spirited discussion of acronyms, feline vs. human anatomy, and (implicitly) recent policy changes at the Federal Reserve Open Market Committee.Today's strip

Earlier today the Federal Reserve Open Market Committee, (FOMC) began their 2-day meeting It concludes tomorrow and at 2:00 they will announce their decision on interest rates Nobody is anxiously awaiting that announcement Although there were plenty of fools a few months ago who actually believed the Federal Reserve would be raising interest rates, in fact they thought they were going to raise them in March and then, when they didn't there were a lot of people who still thought they might do it in April But some of these fools still believe the Fed is going to hike rates later in the year - maybe June Maybe June, September and December There are still people, like Goldman Sachs, who are looking for 3 rate hikes this year I was on a panel months ago with Jim Rickards, whom I have a lot of respect for, and back then he argued with me, because he believed the Fed would raise rates 2 if not 3 times in 2016 I said the Fed would not raise rates at all Today I posted an interview that he gave on Bloomberg - now Jim Rickards says Janet Yellen has gone super-dove and she is not going to raise rates The reason Jim Rickards disagreed with me on the panel a couple of months ago is that, although he agrees with my thoughts on the economy, is that he thought the Fed would not recognize that the economy is very weak, rather that it believes the economy is still recovering He thought the Fed would raise rates anyway, which would cause a recession, cause the Fed to abort the increases, go back to zero and to QE4 I said, I think we are going to skip all the rate hikes and go directly to rate cuts and QE4 And now I think Jim has joined me in that perspective The question is: Will the Federal Reserve actually admit that the economy is that weak, or just not raise rates, which is tantamount to an admission of weakness We are going to get the first official look at Q1 GDP on Thursday There's a good chance that we will print a negative number And even if we don't print a negative number, it will be a single digit number less than 1 And by the time they revise it the following month to incorporate all the bad news that comes after Thursday, I think they will revise it negative Which means we're in a recession If Q1 is negative, and I don't believe we will get a bounce-back in Q2 I think Q1 is the high water mark and it's down hill from here I think Q2 will be weaker regardless of how weak Q1 is, because we borrowed growth from Q2 because we had the warmest winter in 120 years Companies are now winding down their bloated inventories that they built up the last couple of years And because the trade deficits are getting bigger and not smaller So we have a lot weighing down GDP in Q2 in an already weak economy By the way, the Atlanta Fed revised up their Q1 GDP number from .3 to .4 Why did they do that?  This is the second time the Atlanta Fed has upwardly revised their estimate, despite the fact that the economic data has gotten worse since their last estimate If the data gets worse, why would you revise your forecast up? To me something's going on, maybe it's the boys at the New York Fed putting pressure on Atlanta to be more optimistic, but we'll see, because we will get the first official numbers on Thursday Let me go over some of the economic data that has come out just since my last podcast On Friday last week, we got the PMI Flash Index for April - not a Q1 number One of the first numbers for Q2 and it ain't pretty - the consensus was for an improvement March was 51.4, and 52 was expected - we got 50.8 - much weaker than the Atlanta Fed thought New Home Sales missed; they were looking for 522,000, we got 522,000 The Dallas Fed Manufacturing Survey General Activities Index, which was -13.6 in March They were looking for an improvement to -9 in April and instead we got -13.9 This is a Q2 number But the big number that should have caused the Dallas Fed to go down was Durab...