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Peter Boockvar, CIO of Bleakley Financial Group, discusses the most recent inflation report, outlook for interest rates, economic growth, and catalysts for a potential stock market correction.
*This video was recorded on August 14, 2024
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0:00) - Intro 0:50) - Latest CPI report 4:46) - Consumer spending 7:20) - Deflation 9:00) - Recession after Fed pivot 13:41) - Liquidity concerns 14:55) - Stock market vs. Yen carry trend 17:20) - Catalyst for next market correction 19:38) - Bond bear market 22:00) - Rising deficits 24:18) - What's propping stock markets up? 26:00) - Assets Peter is bullish on