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Lance Roberts

https://realinvestmentadvice.com/
  • Analysis & Comment

Lance Roberts's Comment & Analysis
A complete archive of Lance Roberts's articles, including current analysis & comment - Page 15

Cash Allocations Send an Ominous Signal
By Lance Roberts - Dec 23, 2024
According to Bank of America, institutional fund managers are sitting on record low cash allocations as they increase their equity holdings. Bank of America believes this is a contrarian indicator...
The Same Bullish Views Could Turn Bearish by 2025
By Lance Roberts - Dec 21, 2024
I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and...
Treasury yields rose sharply following the Fed meeting on Wednesday, yet they are collapsing in the world’s second-largest economy, China. While our economy is robust, large foreign economies,...
As widely expected, the Fed cut the Fed Funds rate by 25bps, to 4.25-4.50%, at Wednesday's FOMC meeting. Moreover, they intimated that after cutting rates by 1% since September, they are likely to be...
More Revisions Could Be Coming to Employment Data
By Lance Roberts - Dec 18, 2024
In August, the BLS revised 2024 employment growth lower by 818k jobs in its preliminary revision of its Current Employment Statistics (CES). Despite the substantial revision, more reductions to the...
Britain and European Economic Growth Sputters
By Lance Roberts - Dec 16, 2024
Sunday's Commentary touched on the divergence between robust economic growth in the U.S. and near-recessionary conditions in Canada. We highlighted the importance of this to U.S. investors because of...
First Comes The Fed, Then Santa Last week, we discussed that the risk to the markets was the annual portfolio rebalancing process. To wit: “With the year-end approaching, portfolio managers need to...
Last week, we discussed how speculation and leverage have returned in earnest to the market as investors rush to take on increasing levels of risk. With markets rising steadily all year, it is...
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. This is...
Is Canada a Canary in the Economic Coalmine?
By Lance Roberts - Dec 13, 2024
On Wednesday, the Bank of Canada cut its key benchmark rate by 50bps. They have now cut by 150 bps in 2024, compared to what will likely be 100 bps for the Fed after next week’s meeting. Unlike the...