Podcasts about q4 gdp

On World Affairs in Context with Lena Petrova, Ryan McMaken breaks down what the economic data is actually saying beneath the headlines. The money supply has grown by a trillion dollars in seven months, while the Fed insists policy is tight. Q4 GDP was quietly revised down to 0.5%. Consumer confidence is at multi-decade lows. And the stock market keeps hitting new highs.Ryan explains why these aren't contradictions. They're symptoms of the same underlying problem: a bubble economy sustained by continuous liquidity injections since 2009 that the Fed has never unwound and never will. He draws a striking parallel to Britain's 1956 Suez Crisis, when an expensive military operation accelerated the decline of sterling as the global reserve currency, and asks whether the Iran war is doing the same to the dollar.The original interview is available on YouTube.

CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here.Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data.March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.Chapters:00:00 Ceasefire and Market Mood15:20 Inflation Data and Fed QE23:14 Inflation Not The War38:46 Stagflation Bull CaseFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffGet more gold & silver now: https://www.schiffgold.com1-888-GOLD-160 (465-3160)Open a T Gold account: https://www.tgold.comOpen a managed account: https://europac.comListen to The Peter Schiff Show: https://schiffradio.comFollow the main channel: https://youtube.com/peterschiff#PeterSchiffShow #Stagflation #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out GhostBed: https://ghostbed.com/PETER* Check out Grammarly: https://grammarly.com* Check out Quince: https://quince.com/GOLD* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here. Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data. March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.

In this April 9 Dividend Cafe Weekly Market Commentary, Brian Szytel recaps markets following a strong prior-day rally with notable breadth (about 82% of NYSE names advancing), then discusses how Iran/Israel/Lebanon developments and ceasefire talks are contributing to a tenuous market backdrop despite continued gains across the S&P 500, Dow, and Nasdaq. He reviews moves in yields and oil, including a sharp prior-day drop and a rebound, and explains the strategic and longer-term economic implications of the Strait of Hormuz remaining closed. Seitel also answers a common question on the VIX as a measure of expected volatility and a potential contrarian indicator rather than a timing tool. He closes with key data points: February PCE inflation, jobless claims, weaker personal income, personal spending, and a lower final revision to Q4 GDP. 00:00 Welcome and Setup 00:21 Market Rally and Breadth 00:43 Geopolitics Driving Sentiment 01:46 Oil Shock and Ceasefire Talks 02:32 Strait Closure Stakes 03:11 Long Term Global Workarounds 04:12 What the VIX Means 05:08 Key Economic Data Rundown 06:10 Wrap Up and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Send us a question/idea/opinion direct via text message!This week's episode explores the sluggish start to 2026, where a weaker-than-expected Q4 GDP result meets a growing sense of sales fatigue. Nick and Kelvin break down why the movers are the key to the next price cycle and how the Reserve Bank might navigate the worst-case scenario of stagflation.Is the New Zealand property market hitting a crescendo of sluggishness? Following a strong end to 2025, the first two months of 2026 have seen sales volumes dip by 7-8% year-on-year. In this episode, Nick and Kelvin provide essential property market advice on whether this is a temporary timing issue or the start of a more sustained slowdown.We also dive into the Q4 GDP undershoot (0.2% vs. the RBNZ's 0.5% forecast) and what it means for interest rate stability. Plus, we address direct listener feedback on the trap of using averages and why the movers in the market are currently paying a 2% premium over first-home buyers.This week, Nick and Kelvin discuss: The sales slump: Why January and February were softer than expected and why our 100k annual sales forecast might be dialed back.The mover premium: New research showing that second-and-third-home buyers are paying 2% more relative to CV than first-home buyers.GDP reality check: Why the Q4 undershoot provides a silver lining for those hoping for lower-for-longer interest rates.The Iran ripple effect: Exploring second-round inflation and why the Reserve Bank is in its absolute worst-case position.Rental market weakness: Why the stock measure of rents is at its lowest annual change in nearly 20 years.Averages vs. case studies: A response to listener Carl Horne on the limitations of median data.Sign up for news and insights or contact on LinkedIn, X @NickGoodall_CL or @KDavidson_CL and email ngoodall@cotality.com or kdavidson@cotality.comThis podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.

Yesterday's “disappointing” GDP data gives the Reserve Bank more scope to delay a hike to the Official Cash Rate, ANZ senior economist Matthew Gault says. The RBNZ's next monetary policy review announcement is on April 8. It had been picking 0.5% GDP growth for the December quarter, but GDP rose just 0.2%. Gault told Ryan Bridge ANZ had expected the Bank to be reasonably cautious about the oil price shock compared to other central banks. “Definitely inflation will rise with oil prices going up as much as they have. But the real concern for the Reserve Bank will be whether that increase in oil prices spills over into generalized inflation, things like wages and other prices. “And with the economy in a relatively weak state, we think they'll be less worried about that than places like Australia where the economy is firing more strongly.” Gault said the Government was being “sensible” not to push inflation higher with fiscal stimulus in response to oil prices. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Brent oil saw historic intraday swings yesterday, surging on supply fears before dropping sharply as the G7 discussed releasing reserves and the US president signalled the war could soon end. This shift helped European markets rebound from their lows and lifted US equities as safe‑haven flows unwound. Asian markets followed Wall Street higher, supported by strong corporate results and robust Chinese export data. Japan's Q4 GDP beat expectations, although household spending weakened. Norbert Rücker, Head of Economics and Next Generation Research, shares his timely view on the oil price spike and what likely comes next.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:28) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:27) - Latest developments in oil: Norbert Rücker, Head of Economics & Next Generation Research (10:46) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor's Note: The newest Private Placement Intel deal is now open. It's a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS's 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in this financing are already filling fast. Click here to learn more: https://bit.ly/4rW1ADGThe free version of the 354th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - The commodity bull market remains intact — and the tape is confirming it. Gold is back over $5,200, silver is near $89, copper is pushing $6, and uranium is hovering near $90. The macro backdrop continues to cooperate: growth is slowing but still positive (Q4 GDP around 1.4–1.5%), inflation continues to moderate, and markets are increasingly pricing rate cuts in the second half of the year. That mix — softer rates, a weaker dollar, and sticky structural deficits in real assets — keeps the bull case alive. Volatility remains elevated (gold volatility still running hot), which means sharp swings are normal: gold can move a few hundred dollars and silver can swing $15–$20 without breaking the bullish structure. The message is the same: don't chase — use volatility and buy limits to accumulate quality.Market Takes - China's rare earth leverage is no longer theoretical. Supply constraints — particularly in heavy rare earths tied to aerospace, defense, and advanced semiconductor supply chains — are becoming more visible, and U.S. efforts to “solve” the problem with capital don't change the underlying timeline: it takes years to find, permit, fund, and build real production. That's why we continue to believe this is a multi-year commodity cycle with real staying power. The broader rotation we've discussed remains in motion as capital begins migrating toward hard assets and resource equities, and the opportunity set expands beyond precious metals into the wider critical minerals complex.Bizarro Banter - The Epstein fallout continues widening, with more high-profile resignations and revelations reinforcing the larger point: institutional credibility is deteriorating in real time. That erosion matters because capital follows trust — and when trust breaks, investors gravitate toward assets outside institutional control. We also spent time on jurisdictional risk and why “Mexico risk” is not one-size-fits-all. The recent cartel leadership takedown and its aftermath is a reminder that conditions can change quickly, and that risk is intensely local. Investors need to differentiate between major operators with deep security protocols and juniors operating in higher-risk zones with thinner operational coverage. We also hit local politics — including Nick's latest city council experience and why attempts to restrict public comment are rarely about “efficiency” and more often about insulating decision-makers from accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4u9VTE20:00 Introduction1:38 Macro Musings: Rates Softening. Gold Moves Higher. Volatility Still Elevated.12:20 Market Takes: China Weaponizes Rare Earths. U.S. Supply Chain Shortages Surface. Critical Minerals Cycle Has Years Left.27:43 Bizarro Banter: Mexico Cartel Power Vacuum. Epstein Fallout Spreads. All Politics Is Local.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4u9VTE2PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay less than $3 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4u9VTE22. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. ANZ Research has upgraded its forecast for Q4 GDP out today, and Australia's housing market and consumers start to soften as the RBA says March's rate meeting is ‘live'. And then in our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing analyses how China's economy is placed to withstand the Iran oil price shock.

Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. ANZ Research has upgraded its forecast for Q4 GDP out today, and Australia's housing market and consumers start to soften as the RBA says March's rate meeting is ‘live'.And then in our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing analyses how China's economy is placed to withstand the Iran oil price shock.Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Today's Post - https://bahnsen.co/40qp47X Snowed in New York recording opens with a sharp selloff (Dow -822; S&P -1%+; Nasdaq -1.1%). Weakness tied more to AI valuation and pressure in tech and financials than tariffs. The 10-year yield fell to ~4.03%; defensives led. AI capex for 2026 is pegged at $650B across five firms. Nvidia's $30B OpenAI investment is expected to cycle back via chip orders. The Supreme Court ruled 6–3 that IEEPA cannot be used to impose tariffs; Congress retains tariff authority. Refund mechanics remain unclear. Possible alternatives include Section 122 (150-day limit) and the more complex 301 and 232 routes. Strategas estimates a net $70B tariff reduction even if some measures return. Refunds could total $120–130B, potentially stimulative, though implementation may be uneven. July's USMCA review approaches amid improving U.S.–Mexico ties and rising U.S.–Canada tensions. Q4 GDP was 1.4%; 2025 growth seen at 2.2% vs. 2.8% in 2024. Housing is softening, with markets pricing in 2–3 Fed cuts toward ~3%. 00:00 Snowed In Intro 01:15 Market Selloff Snapshot 03:24 AI Capex Reality Check 04:52 Supreme Court Tariff Ruling 06:33 Section 122 Workaround 08:06 Other Tariff Pathways 09:40 Economic Impact Estimates 10:44 Refunds and USMCA Fallout 12:56 GDP Housing and Fed Cuts 15:25 Geopolitics and Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This episode examines recurring narratives about Bitcoin, noting that it has been declared "dead" numerous times in the past. The conversation also includes observations from ETH Denver, a review of recently released Q4 GDP data and its potential implications for markets, and a discussion of how a K-shaped economic dynamic may be manifesting in consumer behavior, with examples drawn from discount and mass-market retailers. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Send a textInvestors expect 65bps worth of Fed cuts for 2026. FOMC meeting minutes and Q4 GDP data awaited. Yen recovers some GDP-related losses, aussie and pound slip. Wall Street set to open lower, gold extends pullback.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Singapore shares moved lower today as investors continued to monitor the global trade situation. The Straits Times Index was down 0.53% at 4,823.26 points at 2.07pm Singapore time, with a value turnover of S$744.02M seen in the broader market. In terms of companies to watch, we have Yangzijiang Maritime, after the maritime financial solution provider today announced its proposed share buyback, as part of its broader capital management plans. Elsewhere, from how US President Donald Trump threatened to slap extra tariffs on eight European nations until the U.S. was allowed to buy Greenland, to how China’s economic growth slowed to a three-year low in the fourth quarter, more international headlines remained in focus. Also on deck – what to watch out of the World Economic Forum held in Davos this week. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

Today's episode is a deep dive into everything shaping America and the world right now. From exploding economic growth and inflation debates

In this high-impact episode, Tara dives deep into the biggest stories shaping America today: from record-breaking economic growth and inflation debates

The year ended with a strong reading for U.S. gross domestic product (GDP) growth. Last week, the Bureau of Economic Analysis announced its preliminary reading of 4.3% annual growth in GDP for Q3 2025. It significantly outperformed expectations and was the highest in two years.The government shutdown happened after the reporting period, and it will impact the Q4 GDP results. Still, it indicated a stronger economy through September than many headlines suggested.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website

S&P futures are pointing higher today. Asia equities ended higher, Europe opened with strong gains. US dollar unchanged. Treasury yields higher across tenors, JGB yields also up. Crude oil futures higher. Precious metals up with gold back above $4K. Base metals mixed. Cryptocurrencies also rallying. Risk sentiment supported on news that US Senate is nearing deal to end government shutdown with enough Democrats in support. Compromise said to involve fully funding Departments of Agriculture and Veterans Affairs for a year while partially funding other agencies through 30-Jan. Agreement guarantees laid-off federal employees will be re-hired and given backpay. Any deal would also unblock release of delayed economic data, providing colour on December rate cut prospects. White House also warned of a potentially negative Q4 GDP print from shutdown that extended past Thanksgiving. Companies Mentioned: Accor, Metsera, Pfizer, Novo Nordisk

The government shutdown is now the longest on record, and it could have an impact on Q4 GDP. Plus, are fast-casual chains like Cava and Chipotle losing their edge as consumers pull back? And Billionaire Barry Sternlicht says New York City is in for a rough time following Zohran Mamdani's win. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The 361Firm Briefing on June 24, 2025, covered global economic and geopolitical updates, including the impact of the Iran situation on oil prices and the potential for regime change. Stephen Burke highlighted economic uncertainties, with global growth revisions down to 2.3% and the Fed's dual mandate challenges. John Price discussed Latin America's robust growth, driven by favorable demographics and economic reforms, predicting 2.1% growth this year. Tim McCarthy emphasized Eurasia's recovery potential, noting a 7.6 PE ratio and 3% average growth. Yuyo Angoma-Mzini highlighted Africa's tech-driven solutions and the recovery from the funding winter, with $1 billion in VC funding reached by mid-May 2025. The meeting discussed economic and investment opportunities in Africa, India, and Saudi Arabia. Yuyo Angoma-Mzini highlighted currency challenges and technology adoption in Africa, noting a 7.4% Q4 GDP growth in India, and 6.5% projected for the current year. Serene from Dovetail detailed India's $3.3 trillion asset under custody, with $370 billion from the US, and a 6.5% inflation rate. Areej from Saudi emphasized the country's rapid development and investment from global firms, including BlackRock. The discussion also covered the impact of the Mexican judicial election on economic development and the creation of breakout rooms for further discussions.You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:  - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onboard as Banker: www.361firm.com/bankers - Events: www.361firm.com/events - Content: www.youtube.com/361firm - Weekly Digests: www.361firm.com/digest

The Q4 GDP numbers for financial year 2024-25 were released by the government last week, and they indicated an overall GDP growth rate of 6.5%. Which sectors helped push this ahead, and which did not perform as strongly? Watch Economist Radhika Pandey with Correspondent Akanksha Mishra in ThePrint Macrosutra to find out.----more----Rear this week's MacroSutra here: https://theprint.in/macrosutra/india-saw-a-resilient-fy25-despite-weak-manufacturing-keeping-momentum-will-require-reforms/2648410/

Navigating Market Reactions and Trade Policies In this episode of Dividend Cafe dated March 27th, Brian Szytel discusses the market's modest downturn amidst a choppy trading session, with most indices falling by roughly a third of a percent. He highlights the impact of President Trump's enacted 25% tariffs on the automotive industry, particularly affecting imports from Mexico and Canada, and speculates on potential leniency in global reciprocal tariffs set for April 2nd. Szytel also explores the long-term economic implications of these tariffs, compares current market conditions to historical trade policies, and emphasizes the significance of the financial sector's resilience. Additionally, he addresses a question about transitioning from corporate tax to wealth management, emphasizing the importance of people-centered service in the field. The episode concludes with a brief overview of recent positive economic indicators including Q4 GDP revisions, jobless claims, and housing market strength. 00:00 Introduction and Market Overview 00:42 Impact of Tariffs on the Automotive Industry 01:39 Historical Context and Economic Implications 02:59 Financial Sector Performance 05:12 Wealth Management Insights 07:47 Economic Calendar and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Send us a question/idea/opinion direct via text message!This week Nick and Kelvin discuss the recent Q4 GDP data, which showed a positive growth of 0.7%, putting an end (yet again!) to the recession. They explore the implications of this growth on monetary policy, particularly regarding the OCR and inflation risks. The conversation shifts to sales volumes in the property market, off the back of the latest CoreLogic Housing Chart Pack, noting a slight decline in February but an overall upward trend. They also analyse lending trends, highlighting a tentative shift towards longer-term mortgage rates. Sign up for news and insights or contact on LinkedIn, Twitter @NickGoodall_CL or @KDavidson_CL and email nick.goodall@corelogic.co.nz or kelvin.davidson@corelogic.co.nz

On the Mike Hosking Breakfast Full Show Podcast for Thursday 20th of March, will the light at the end of the economic tunnel start to reveal itself with today's Q4 GDP data? 15-year-old Sam Ruthe is on the show after becoming the youngest person to run a sub four-minute mile. Senior expert on Russia Keir Giles joins us out of the UK after we've now had the Trump/Putin call, and the Trump/Zelenskyy call overnight. Get the Mike Hosking Breakfast Full Show Podcast every weekday morning on iHeartRadio, or wherever you get your podcasts. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Market Decline and Economic Data Analysis In this episode of Dividend Cafe, Brian Szytel covers the market's downturn on February 27th, noting significant declines in the NASDAQ, S&P, and Dow indexes with a shift from growth to value stocks. Key economic data discussed includes a steady Q4 GDP growth at 2.3%, better-than-expected durable goods orders, and initial jobless claims at 242,000. He also addresses the impracticality of returning to the gold standard, the nuances of inflation control, and the broader implications for economic stability and growth. The episode concludes with insights into the housing market's current stagnation and a look at central bank roles in economic regulation. 00:00 Introduction and Market Overview 00:51 Economic Data Insights 02:10 Housing Market Update 02:40 Discussion on Gold Standard and Inflation 04:15 Central Banks and Economic Stability 05:10 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Lance has come up with a new business model for a Help Desk subscription service. It works on anything. The problem with margin debt; there's no appetite for IPO's. What Wall st. is doing instead. market sell off on Friday more the result of volatility around options expiration than Wuhan Lab news of the second coming of Covid. Don't expect any reflex rally today to hold. Economic indicators continue to hint at weaknesses; be aware of the content feeding sentiment surveys. There is a Republican and Democrat dynamic to the data and its interpretation. Two expectations feed into term Premium. Coming this week: The second revision to Q4 GDP (as opposed to China's one-and-done reporting. Or else.) PCE inflation report preview. Will markets ever never focus on Data next-day-ism? (no.) Lance recounts his first exposure to investing, 'Learning from Mr. Lehman." Reading the WSJ, the news was days-old, and average stock holding period was 7-years; contrast with velocity of information today, and average stock holding period not is 4-months. Markets have become like casinos (and the house always wins). What does all of this have to do with margin debt? Short-termism & Market casinos: knowing the rules. Margin debt vs stock prices. The velocity of increase in margin debt is alarming: It provides buying power on the way up, but also adds fuel for selling power on the way down. Margin calls create mandatory selling. SEG-1: Market Correction Not Unexpected SEG-2: Economic Indicators Continue to Show Weakness SEG-3: Learning from Mr. Lehman SEG-4: Short-termism, Market Casino's, and Margin Debt Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=x1hXd_Jg4mg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Can Markets' Reflex Rally Hold?," is here: https://www.youtube.com/watch?v=I41LvgZmcZc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Bears Come Out of Hibernation" https://www.youtube.com/watch?v=M-v7Z4cEX1E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends#InvestingTrends #InvestingAdvice #Money #Investing

Lance has come up with a new business model for a Help Desk subscription service. It works on anything. The problem with margin debt; there's no appetite for IPO's. What Wall st. is doing instead. market sell off on Friday more the result of volatility around options expiration than Wuhan Lab news of the second coming of Covid. Don't expect any reflex rally today to hold. Economic indicators continue to hint at weaknesses; be aware of the content feeding sentiment surveys. There is a Republincan and Democrat dynamic to the data and its interpretation. Two expectations feed into term Prieum. Coming this week: The second revision to Q4 GDP (as oppoased to China's one-and-done reporting. Or else.) PCE inflation report preview. Will markets ever never focus on Data next-day-ism? (no.) Lance recounts his first exposure to investing, 'Learning from Mr. Lehman." Reading the WSJ, the news was days-old, and average stock holiding period was 7-years; contrast with velocity of information today, and average stock holding period not is 4-months. Markets have become like casinos (and the house always wins). What does all of this have to do with marging debt? Short-termism & Market casinos: knowing the rules. Maring debt vs stock prices. The velocity of increase in margin debt is alarming: It provides buying power on the way up, but also adds fuel for selling power on the way down. Margin calls create mandatory selling. SEG-1: Market Correction Not Unexpected SEG-2: Economic Indicators Continue to Show Weakness SEG-3: Learning fomr Mr. Lehman SEG-4: Short-termism, Market Casino's, and Margin Debt Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,  Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=x1hXd_Jg4mg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Can Markets' Reflex Rally Hold?," is here:  https://www.youtube.com/watch?v=I41LvgZmcZc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Bears Come Out of Hibernation" https://www.youtube.com/watch?v=M-v7Z4cEX1E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends#InvestingTrends  #InvestingAdvice #Money #Investing

With Friday's December Employment Report waiting in the wings, it's fair to ask what happened to the December JOLTS Report. Investors are questioning whether we'll see continued growth from December. What does Q4 GDP at 2.7% really mean? Understanding the data and reading the January Barometer (so far). Lance shares his screen in commenting on sector rotations. Dan Niles' predciton of a 20% correction this year: Lance's reality check. Crash vs correction. Lance discusses the importance of an investing process: Rules to offset emotional bias. Fundamentals matter over the long term. SEG-1: What Happened in the December JOLTS Report? SEG-2: Sector Rotations: What's Hot, What's Not, & Why SEG-3: 20% Correction by Summer: Possible or Probable? SEG-4: The Most Important Lesson for Investors Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=56z2LmMIvrQ&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/ ------- The latest installment of our new feature, Before the Bell, "Is the January Barometer Broken?" is here: https://www.youtube.com/watch?v=YLsfGRv_8pI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Curb Your Enthusiasm" https://www.youtube.com/watch?v=FRg1uqnrYH4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #JanuaryBarometer #Finance2025 #InvestSmart #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

With Friday's December Employment Report waiting in the wings, it's fair to ask what happened to the December JOLTS Report. Investors are questioning whether we'll see continued growth from December. What does Q4 GDP at 2.7% really mean? Understanding the data and reading the January Barometer (so far). Lance shares his screen in commenting on sector rotations. Dan Niles' predciton of a 20% correction this year: Lance's reality check. Crash vs correction. Lance discusses the importance of an investing process: Rules to offset emotional bias. Fundamentals matter over the long term.  SEG-1: What Happened in the December JOLTS Report? SEG-2: Sector Rotations: What's Hot, What's Not, & Why  SEG-3: 20% Correction by Summer: Possible or Probable? SEG-4: The Most Important Lesson for Investors Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=56z2LmMIvrQ&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/ ------- The latest installment of our new feature, Before the Bell, "Is the January Barometer Broken?" is here:  https://www.youtube.com/watch?v=YLsfGRv_8pI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Curb Your Enthusiasm" https://www.youtube.com/watch?v=FRg1uqnrYH4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #JanuaryBarometer #Finance2025 #InvestSmart #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

This is a narration of our weekly Rent and Operating Trends Report.The U.S. economy ended the first quarter on strong footing with most economic indicators reporting growth. The final estimate of Q4 GDP showed the economy expanded at a 3.4% annualized rate, bringing the 2023 full year growth to 3.1%. Despite restrictive monetary policy, economic growth continues to outperform. Job growth remains strong, and inflation continues to moderate. The equity markets are doing well, as the S&P 500 is up more than 10% so far this year. As American consumers and businesses continue to adapt to life in a new and higher interest rate paradigm, the economy has not yet shown signs of deteriorating.Multifamily fundamentals continue to increase as we move into the second quarter, however, the pace of growth is not fast enough to keep up with last year's results. All key indicators remain negative on a year-over-year basis at the national level. Furthermore, the divergence between markets with strong performance and markets searching for a bottom continues to widen as the effect of new supply weighs heavily on key markets in the sunbelt.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website

Heading into the long holiday weekend, Carl Quintanilla and Jim Cramer wrap up what has been a bullish Q1: The S&P 500 poised for its best start to a year since 2019 – and major indices on track for a fifth straight month of gains. Cramer explains why he believes it's time to "let Mag 7 rest." Home Depot to buy SRS Distribution in an $18.25 billion deal, marking HD's largest acquisition ever. Also in focus: Sentencing day for FTX founder Sam Bankman-Fried, Q4 GDP upside surprise,RH surges, Walgreens shares volatile post-earnings, another Apple downgrade, Fed Governor Waller still sees "no rush" to cut rates. Squawk on the Street Disclaimer

JD and Joel discuss hotter-than-expected inflation data, Peter's recent podcast, TikTok, Twitter, and price action. OTHER TOPICS DISCUSSED -Gold is trading at $2155 (down $23 or about 1% on the week). -Silver is trading at $25.17 (up $0.87 or 3.5% on the week). -Q4 GDP grew $334 billion as national debt grew $834 billion, more than twice as much. -US House passes bill banning Tiktok unless it is sold. -Michael Saylor's wild Bitcoin speculation. -Peter Schiff reaches 1 million Twitter followers. -Peter Schiff's latest podcast. -Quote from Hayek: The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design." The SchiffGold Friday Gold Wrap podcast combines a succinct summary of the week's economic precious metals news coupled with thoughtful analysis. You can subscribe to the podcast on Apple Podcasts and other podcasting platforms. 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, along with some insightful commentary. For more information visit schiffgold.com/news. SchiffGold on Instagram: https://www.instagram.com/schiffgoldnews SchiffGold on Twitter: https://twitter.com/SchiffGold SchiffGold on Facebook: https://www.facebook.com/schiffgold SchiffGold's website: https://www.schiffgold.com

APAC stocks traded with a downbeat mood with most major indices pressured after Friday's tech-led declines in the US.Japan's revised Q4 GDP data missed expectations but showed the economy averted a technical recession.Chinese inflation data showed a return to acceleration in consumer prices; CPI YY (Feb) 0.7% vs. Exp. 0.3% (Prev. -0.8%).DXY sits on a 102 handle with FX markets broadly contained. USD/JPY is just below the 147 mark.European equity futures indicate a lower open with the Euro Stoxx 50 future -0.5% after the cash market closed down 0.3% on Friday.Looking ahead, highlights include US Employment Trends, Japanese Corporate Goods Price, ECB Survey of Monetary Analysts, NY Fed Survey of Consumer Expectations, Supply from US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Jim Cramer and David Faber engaged in a wide-ranging discussion about Apple reportedly scrapping its decade-longEV project in favor of AI initiatives. Jim offered his take on Apple shares falling 5% so far this year.The anchors also reacted to a report stating UnitedHealth is the subject of a U.S. Department of Justice antitrust probe.Also in focus: Bitcoin surpasses $60,000 for the first time since 2021, Q4 GDP growth revised a tick lower, eBay among the earnings winners, Cramer explains "Real AI" versus "Joke AI." Squawk on the Street Disclaimer

Ben, Tom, and Andrew discuss a bevy of economic data including the revised Q4 GDP data, durable goods orders, and upcoming core PCE, the anti-trust case against UNH, AAPL speaking with the DOJ, and Tom's soapbox on locking in rates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

US equities ended lower in Wednesday trading, with the Dow Jones, S&P500, and Nasdaq closing down 6bps, 17bps, and 55bps respectively. Very quiet session with nothing specific behind the pullback. First revision of Q4 GDP marked down to 3.2% pace; Personal consumption marked up to 3.0%; Q4 GDP price index marked up to 1.6%; and Q4 core PCE up to 2.1%. Busy in terms of Fedspeak but not much new, with governors reiterating patience, but cuts likely later this year.

The S&P and Nasdaq are back to all-time highs. And the recently-released Q4 GDP data beat analysts expectations, positively, by a long shot. So are we in the clear? Is the soft landing camp being proven right? Have we been able to side step the Lag Effects so many expected from the Fed's aggressive campaigns of rates hikes and Quantitative Tightening? Is inflation indeed on its way to being tamed this year? For answers, we have the great fortune to sit down today with one of the greatest living economists, Dr. Lacy Hunt, former Senior Economist to the Federal Reserve Bank of Dallas, as well as several of the world's largest global banks. He now serves as Executive Vice President and Chief Economist of Hoisington Investment Management Company. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #recession #inflation #deflation

US equity futures are indicating a slightly lower open as of 05:00 ET. This follows mixed markets in Asia, while European equity markets are higher. A surprise reduction in the US Treasury's Q1 borrowing estimates has helped dampen bond supply concerns. The Eurozone has avoided a recession, with Q4 GDP at 0.0%, although Germany is in a technical recession and France is stagnating.Companies Mentioned: Boeing

Q4 GDP was released on Thursday, it was 3.3%. Far higher than the 2% economists expected. However, the great number hides a bigger problem with the American people. In this episode, we dive into the underlying numbers enabling the US Economy to keep growing but costing individuals their freedom. Check out the Rambling Mind Newsletter Find me on more platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠beacons.ai/kelechiwuaba⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you have questions email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠kelechi@ramblingmindshow.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/ramblingmind/message

NLW explores the most recent macro news stories, including a look at Q4 GDP which came in stronger than expected. Swan also announces Swan Mining. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Today's Post - https://bahnsen.co/48LulK1 An overall positive trading day without a lot of volatility behind what was a pretty decent batch of economic data. The Dow was up well over 200 points, and the S&P 500 notched a sixth day of gains. We had the first read on Q4 GDP come in significantly higher than expected at 3.3%, with the consumer powering almost two percent of it. Both durable goods orders and jobless claims came in just enough below expectations that bonds also rallied, with the 10 YR down six basis points. Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla shares taking a hit after the EV maker posted weaker-than-expected Q4 results and said it sees "notably lower" growth in 2024. The anchors reacted to what CEO Elon Musk said on Tesla's earnings. A CEO doubleheader on the show: Southwest's Bob Jordan on earnings and MAX delivery plans in wake of Boeing's recent problems – and ServiceNow's Bill McDermott on his company's quarterly beat and riding the AI wave with shares at all-time highs. Also in focus: The first reading of Q4 GDP beats expectations with 3.3% growth, Humana tumbles again and drags its health insurance rivals lower, IBM and Comcast surge on earnings, the chip sector rally rolls on. Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit.  Squawk on the Street Disclaimer

US equities finished higher in Thursday's trading, ending back near session highs, with the S&P and Nasdaq logging their sixth straight session of gains. Today's main themes include soft- to no-landing support from macro data, a lower rate backdrop, mixed earnings, continued China bounce, FOMC and QRA waiting games and breadth scrutiny. Q4 GDP grew at an annualized 3.3% pace, well ahead of the Street's 2% expectation.

US equities ended higher today in a fairly quiet trading period with the S&P 500 locking in a second-straight record close. The Fed and economic calendars are quieter this week, though the market does get two looks at core PCE inflation trends with the first estimate for Q4 GDP on Thursday, and the personal income and spending report for December on Friday. Earnings will ramp up with 75 S&P 500 companies reporting this week. In macro headlines, the market continues to deal with a ton of moving pieces from high-profile themes.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyGoogleTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Intro + 12k Subs0:42 Vilsack and China Corn Demand3:26 Wheat Rally6:30 SAF Guidance7:57 Ethanol Production Update9:10 OPEC Cuts?10:27 GDP

In this Real Estate News Brief for the week ending April 1st, 2023… new PCE numbers show inflation is weakening, where investors are reaping the biggest returns for single-family rentals, and how much apartment renters are saving if they don't buy.   Hi, I'm Kathy Fettke and this is Real Estate News for Investors. If you like our podcast, please subscribe and leave us a review.   Economic News   We begin with economic news from this past week, and a favorable report on inflation. The Bureau of Economic Analysis released a report on the February Personal Consumption Index, or PCE, and it shows a mild .3% increase. That's down from a .6% increase in January, and suggests that the Fed may be getting the upper hand on high prices. With this report, the yearly rate dropped from 5.3% to 5%, which is the lowest it's been in more than a year and a half. (1)   Senior Federal Reserve officials are suggesting that another quarter point rate hike is still needed, before they call for a pause. That would be decided at the Fed's next meeting in May as Fed officials also weigh the risk of further interest rate hikes on the banking system.   The government revised their Q4 GDP for a third time. It was initially 2.9%. Last month, it was lowered to 2.7%. The government is now saying it was 2.6%. As MarketWatch reported, the GDP was reduced because data shows weaker consumer spending, and a decline in corporate profits. (2)   The weekly jobless report shows 198,000 people applied for benefits. That's a three-week high, but it's still a very low number and indicates that the labor market remains strong in the face of high-interest rates and a potential recession. (3)   Reports on housing include the latest Case-Shiller home price report. The national index fell .2% in January, while the 20-city index was down .4%. Year-over-year home prices are still 2.5% higher, but that's down from 4.6% last month. (4)   Home buyers seem to be warming up to the idea of higher mortgage rates. The National Association of Realtors reports that pending sales were up for a third month in a row. They rose .8% in February. That's after a huge 8.1% surge in January. If you compare the numbers to one year ago, they are down 21.1%. (5)   Mortgage Rates   Mortgage rates didn't move much in the last week, but they remain at a lower level than recent highs. Freddie Mac says the average 30-year fixed-rate mortgage was down one point to 6.32%, which is essentially the same as the previous week. The 15-year dropped 12 points to 5.56%. (6)   In other news making headlines…   More Sellers Sitting on the Sidelines   While it seems the spring buying season is producing a surge in buyers, and mortgage rates have come down slightly, sellers are still in a wait-and-see mode. Realtor.com says that new listings fell again in March, and are down 20% compared to a year ago. The active inventory is about 60% higher year-over-year, but that's because homes are taking longer to sell.   Realtor.com says that homes are now sitting on the market for an average of 54 days. That's up from an average of 36 days last spring. Chief economist, Danielle Hale, says shoppers are very sensitive to mortgage rates and they “only jump back in the market when rates dip.” She says rates will play a big role in whether the housing market “bumps along or picks up speed this year.”   Best Counties for Single-Family Rentals   If you're trying to decide where you might get the best returns for a single-family rental, real estate data firm ATTOM just issued its Q1 2023 Single-Family Rental Market report. ATTOM analyzed 212 U.S. counties with a population of at least 100,000.    The report shows the overall single-family rental yield increasing from last year in 91% of those counties. It was 6.7% last year, and rises to 7.5% this year. Rents are rising faster than home prices in many counties. CEO, Rob Barber says: “Rents for single-family homes are growing while prices have flattened out, which has helped boost yields for landlords for the first time in at least several years.”   Three of the top five counties for rental returns are in Florida, including River County, Florida, in the Sebastian-Vero Beach area; Collier County, Florida, in the Naples area; and Charlotte County, Florida, in the Punta Gorda area. A few other counties with high rental yields include Chicago's Cook County, Cleveland's Cuyahoga County, and West Palm Beach's Palm Beach County.    Looking at the top 50 counties for rental returns: 29 are in the South, 13 are in the Midwest, eight are in the Northeast, and none are in the West.   Big Savings for Apartment Renters   The savings gap is growing for people who rent an apartment instead of buying a home. The National Multifamily Housing Council says it's now more than $1,000 dollars more expensive per month to buy a home than it is to rent an apartment – $1,176 to be exact. That's the widest gap in 15 years. (9)   Apartment rent growth has been slowing. It was only up 2.6% in March and is now back to pre-pandemic levels. Vacancies are also returning to normal levels. They are currently at 6.6%. That's up from 6.4% in February. (10)   That's it for today. Check the show notes for links at newsforinvestors.com. You'll also find market data at our website, along with investing education and opportunities. You need to become a member to access some of our information, but it's free to join and will only take a few minutes.    We also ask that our listeners subscribe to the podcast, if you haven't done so already. And if you have a minute, please leave us a review!   Thanks for listening. I'm Kathy Fettke.   Links:   1 - https://www.marketwatch.com/story/u-s-inflation-softens-in-february-pce-finds-785c116e?mod=home-page   2 - https://www.marketwatch.com/story/u-s-gdp-in-fourth-quarter-trimmed-again-to-2-6-on-weaker-consumer-spending-663e9a5b?mod=search_headline   3 - https://www.marketwatch.com/story/jobless-claims-rise-to-three-week-high-of-198-000-but-layoffs-still-extremely-low-3efde979?mod=economy-politics   4 - https://www.marketwatch.com/story/u-s-home-price-rises-slow-again-in-january-with-western-markets-leading-declines-2ea97cfb?mod=economic-report   5 - https://www.marketwatch.com/story/u-s-pending-home-sales-rise-for-the-third-month-in-a-row-in-february-18c2a392?mod=economic-report   6 - https://www.freddiemac.com/pmms   7 - https://www.cnbc.com/2023/03/30/more-home-sellers-are-sitting-out-of-the-spring-housing-market.html   8 - https://www.attomdata.com/news/market-trends/attom-2023-single-family-rental-market-report/   9 - https://www.globest.com/2023/03/31/renting-an-apartment-is-now-1175-cheaper-per-month-than-owning-a-home/   10 - https://www.cnbc.com/2023/03/28/rent-growth-drops-to-pre-covid-levels.html?__source=realestate%7cnews%7c&par=realestate