Mauldin Economics, Released on 9/15/23

Bleakley Advisory Group CIO Peter Boockvar shares the only thing Fed Chair Jerome Powell cares about, why new housing construction is about to plummet, and what dog food says about the economy. Boockvar says talk of China’s economic Armageddon is overblown and highlights why that’s good for everyone.

00:00 – Intro
01:53 – New inflation data
13:22 – Economic soft-landing?
19:50 – What doesn’t happen because of the high cost of capital?
21:18 – Reshoring production to the US from China
28:11 – China’s economic catastrophe?
34:06 – Risks of investing in China
37:30 – Bond investing

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