The Real Problem Isn’t Inflation. It’s the Consumer
The CPI report sent stocks lower and Treasury yields higher, but Tom Bowley sees a different warning beneath the stock market: consumer discretionary weakness. He explains why he sees a consumer problem, not an inflation problem, and why VIX 18 matters next.Under the surface, the bigger concern is the widening divide between consumer staples and consumer discretionary stocks. Tom tracks XLY at critical support, the weakening XLY/XLP relationship and a rising staples-accumulation signal, then uses StockCharts MarketCarpet to uncover relative strength. He also examines the unusual reversal in the 10-year Treasury yield after the CPI report, why gold and real estate aren’t confirming his definition of an inflation problem, and the S&P 500 levels that come into play if the VIX breaks 18.
➡️ Start your FREE 30-day StockCharts trial and see what better financial charting can do for your investing. https://stockcharts.com/?utm_source=YouTube&utm_medium=Organicvideo&utm_campaign=TomBowley
📈 Want more than the weekly recap? Get instant access to Tom's curated ChartLists, members-only trading rooms, exclusive market research, live webinars, and more with a FREE 30-day EarningsBeats trial:
https://www.earningsbeats.com/public/Join-30-Day-Trial.cfm
00:00 Core CPI & Market Selloff
00:36 Consumer Problem, Not Inflation Problem
03:06 Staples vs. Discretionary
05:08 XLY at Critical Support
08:51 Consumer Staples Warning Signal
10:09 Finding Strength With MarketCarpet
12:12 Core CPI & Treasury Yield Reversal
13:53 Why Tom Isn’t Buying the Inflation Scare
15:58 VIX 18 & Key S&P 500 Levels
17:32 Netflix & the Consumer
👍🏻 If you enjoyed this video be sure to hit the THUMBS UP
✅ If you found value, consider SUBSCRIBING to our channel and ring the bell so you never miss a new video! Subscribe Here: https://tinyurl.com/wvet7qj
#cpireport #inflationdata #volatilityindex
👍🏻 FOLLOW US
X - @StockCharts - https://x.com/stockcharts
Facebook - https://www.facebook.com/stockchartsdotcom
LinkedIn - https://www.linkedin.com/company/stockcharts.com-inc.
❗️DISCLAIMER
Past performance is not indicative of future results. Neither the Show Participants
nor StockCharts.com guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on the show.
Strategies or investments discussed may fluctuate in price or value.
Investments or strategies mentioned in this show may not be suitable for you and
you should make your own independent decision regarding them. This material
does not take into account your particular investment objectives, financial situation
or needs and is not intended as recommendations appropriate for you.
You should strongly consider seeking advice from your own investment advisor
–––––
ℹ️ ABOUT STOCKCHARTS
StockCharts.com is the world's leading technical analysis and financial charting platform. Trusted by millions of online investors around the world, the company has been an industry leader in the financial technology space for more than two decades. With innovative, award-winning charting and analysis tools, our mission is to help you better analyze the markets, monitor and manage your portfolios, find promising new stocks and funds to buy, and ultimately make smarter investment decisions.
ℹ️ ABOUT STOCKCHARTS TV
StockCharts TV is devoted exclusively to financial charting and market analysis from the web's top technical experts. With a constant stream of technical charting-focused content, there's always something insightful, educational and entertaining to watch on the channel. Receive SMS online on sms24.me
TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.
Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.
Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.
TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.
Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.
@YouTubeReaderBot allows you to subscribe to Youtube channels.
By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.
Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.
Look for new videos or channels and share them with your friends.
You can start using our bot from this video, subscribe now to The Real Problem Isn’t Inflation. It’s the Consumer
What is YouTube?
YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.
![6일간 14% 급락한 한국 증시…미국보다 더 빠지는 진짜 이유 | 박병창 MP파트너스 대표 [마켓 인사이드]](https://img.youtube.com/vi/GFc72FChxdQ/maxresdefault.jpg)