Earnings need to match up with surging stocks to avoid early 2024 pullback

Fed hinting at immediate rate cuts ahead is premature (6-minute video)

Higher earnings will be more jobs related than inflation related (3-minute video)

Key in 2024 is whether inflation declines or stays stubbornly high (3-minute video)

New year’s economy will be sluggish with growth of 1% (5-minute video)

Expect a mild recession in 2024 with brief 10-15% stock dip (4-minute video)

Jury still out on soft or hard landing for economy in first half of 2024

First rate cut could come as early as March (4-minute video)

Soft landing is a historically improvable event (3-minute video)

Q3 bounce in GDP was an aberration (4-minute video)

Fed still needs to push rates higher (5-minute video)

Soft landing scenario looking more likely (5-minute video)

May be time to lighten up on stocks (4-minute video)

Recession only starts after the Fed finishes rate hiking (4-minute video)

Bottom half of consumers already are hurting (4-minute video)

Unemployment measurement in warning territory (3-minute video)

Leading sectors are starting to stall and rollover (4-minute video)

High employment level is the last thread holding back a recession

Bonds signaling weaker economy ahead (5 minute video)

Buy the stock correction if employment level stays firm (4 minute video)

Bond King expecting recession in early 2024 (6 minute video)

USA appears to quickly be approaching its borrowing limits (4 minute video)

As rates peak at year end, history says it’s time to buy stocks (4 minute video)

Look for equities to hang in and produce 8% to 10% return in 2024 (4 minute video)

World becoming reluctant to finance long term USA debt (4 minute video)

Likely consumer led recession on horizon for early 2024

The math says it’s a very expensive stock market (6-minute video)

Market sentiment catching up with negative indicators (4-minute video)

Fed still struggling to lower core inflation rate  (4-minute video)   

Still expecting recession starting by year end (5-minute video)

Fed more likely to raise rather than cut rates in balance of 2023 (4-minute video)  

China is major threat to economic stability (12-minute video)

The evitable recession just keeps sliding further into the future

Full impact of Fed rate hicks still many months away (4 minutes video)

Fed likely to keep hiking given high employment level (3 minute video)

Rates higher for way longer (4 minute video)

High rates are starting to put the breaks on the economy (3 minute video)

Chasing big tech stocks now will end in tears (4 minute economy)

Earnings must grow or stock averages will be headed lower (3 minute video)

Strong employment level holding off recession but economic cracks appearing on several fronts  

Look for recession to start soon (3 minute video)

Softening economy means stocks face downside ahead (4 minute video)

Second quarter has bullseye on it for start of recession (8 minute video)

Employment level keeping economy stable despite bank stresses (3 minute video)

S&P 500 could fall back to 3500 level over next several months (3 minute video)

Little upside for stocks but much downside risk (5 minute video)

Fed slowly gaining back economic control as interest rate hikes slow and consumer spending declines

Money supply must fall for economic stability (4 minute video)

Slowdown in consumer spending likely accelerating (4 minute video)

Direction of economy is South and Fed will eventually flinch  (6 minute video)

Fed needs to stop rake hikes now (4 minute video)   

Rates will rise to 5% and stay there for all of 2023 (4 minute video)

Can’t cure inflation without rebalancing labor market (6 market video)

It’s difficult to put USA economy into a deep recession (3 minute video)

Stocks looking to grind higher into year end but declining 2023 earnings outlook likely to stall further gains

Interest rates to remain higher for longer (3 minute video) 

Too late to sell but too early to buy (3 minute video)

Stock averages will bottom when Fed stops hiking rates (3 minute video)

Inflation declines may prove elusive for next two months (4 minute video)

Fed Inflation target of 2% needs to be reset to 3.5% short term (4 minute video)

If recession does occur, it will likely be mild (5 minute video)

Year end rally will likely fade on first quarter earnings outlook (4 minute video)  

Look for 5% fed funds rate by March holding for most of 2023 (4 minute video)

Imported LNG saving Europe from extreme winter crisis (4 minute video)

Significant declines in earnings and employment lay ahead making for very risky environment for stocks 

Fed will continue pushing rates higher until things break (4-minute video)

Interest rate hikes likely to continue through most of 2023 (3-minute video)

PE ratio suggest stocks have extreme downside risk (5 minute video)

Recession likely in early 2023 due to slowing growth (3 minute video)

Unemployment rate must go up if Fed is to reign in inflation (4 minute video)

Ugly economic narrative to continue for foreseeable future (5 minute video)