Blockworks Macro, Released on 2/8/23

00:00 Introduction
00:35 A Breakdown of The U.S Economy
02:40 Why Animal Spirits Are Back For Markets
08:45 Will Powell Get His Soft Landing?
14:12 Public Ad
15:59 Rates Will Remain Higher For Longer
22:46 The Chinese Reopening
27:00 The Path Ahead For Inflation
30:40 Permissionless Announcement
31:24 Preparing For A Recession
38:50 Breaking Down Earnings
46:16 “The Market Is Partying Like It’s 2021”

Peter Boockvar is the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report newsletter https://boockreport.com/.

  interest rates, peter boockvar