Maggie Lake Talking Markets, Released on Released on 5/5/25

“We’re going to see a dramatic reduction in tariff rates on China,” Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Group joins Maggie Lake on Talking Markets to discuss the future of tariffs on China, international stock outperformance, and the Fed’s interest rate announcement later this week. Also up for discussion: a bond crisis, Peter’s outlook for inflation, and where he sees opportunities.

00:00 – Introduction with Peter Boockvar
02:40 – ISM, Jobs, and US Economic Data
04:30 – Trump’s Trade War with China
08:20 – Are We Too Negative That Businesses Can’t Adjust?
11:50 – “Sell the News” Environment?
15:05 – The US Dollar
19:00 – Could This Escalate From Trade War to Capital War?
22:10 – Does China Need a Deal to Happen?
25:00 – 10-Year Bonds to 5%?
27:40 – Outlook on Magnificent 7 CapEx Spending
31:20 – Where Do You See Opportunity?
33:10 – Commodities: Physical or Equities?
34:55 – Outlook on Europe

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

  economy, peter boockvar, tariffs