The David Lin Report, Released on 8/14/24

Peter Boockvar, CIO of Bleakley Financial Group, discusses the most recent inflation report, outlook for interest rates, economic growth, and catalysts for a potential stock market correction.

0:00 – Intro
0:50 – Latest CPI report
4:46 – Consumer spending
7:20 – Deflation
9:00 – Recession after Fed pivot
13:41 – Liquidity concerns
14:55 – Stock market vs. Yen carry trend
17:20 – Catalyst for next market correction
19:38 – Bond bear market
22:00 – Rising deficits
24:18 – What’s propping stock markets up?
26:00 – Assets Peter is bullish on

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

  economy, inflation, investing, peter boockvar, stocks