Peter Berezin, Chief Global Strategist of BCA Research, gives his outlook for U.S. stock markets, economic growth, and the future of China.
Watch Peter's last interview with me: https://youtu.be/A1saGwvnoho?si=7cnKO...)
*This video was recorded on July 2, 2024
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0:00) - Intro
1:15) - Bullish to bearish
3:00) - Stocks vs. real economy
4:05) - Consumer spending
6:13) - Small businesses
7:26) - Unemployment rate
9:38) - The Fed and inflation
13:35) - S&P 500 target
16:21) - Tech stocks
20:30) - Defensive sectors
21:30) - Election and assets
24:42) - China’s economy
27:46) - Chinese gold demand
29:22) - Geopolitics
30:13) - Base metals
32:20) - Chinese stocks
33:00) - China’s impact on the U.S.
34:13) - Treasury yields
#economy) #stocks) #investing)
