Maggie Lake Talking Markets, Released on Released on 1/8/25

Bond yields are on the rise around the world, raising concerns of a sovereign debt crisis. What’s driving rates higher and what will that mean for global equities? Maggie Lake sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to discuss the market action. Peter will also break down the latest economic data and talk about where he sees opportunity in these volatile markets.

00:00 – Intro: Talking Markets with Peter Boockvar
00:35 – What’s Driving the Bond Market Action?
05:34 – Supply vs. Demand: The Struggles of Long-Term Bonds
08:05 – Are Bond Vigilantes Back? The Fed vs. Market Pushback
09:36 – The UK Gilt Market and Sovereign Debt Risks
12:30 – Alternatives to Bonds: Gold and Defensive Strategies
14:25 – Corporate America’s Mood Amid Rising Rates
16:15 – Will Inflation Return? Navigating the Next Phase
18:40 – What is The Bull Case Narrative?
22:14 – Is the US Economy Headed for a Recession?
25:00 – Global Opportunities: Mixed Economic Trends in Asia and Europe
26:10 – The Dollar Debate: Strength, Tariffs, and Trade Wars
29:10 – Tariffs as a Policy Tool: Pros, Cons, and Consequences
32:03 – Closing Remarks: Looking Ahead to 2025

Peter Boockvar is the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report newsletter.

  economy, gold, investing, market crash, peter boockvar, stocks