Maggie Lake Talking Markets, Released on 9/19/24

The Fed decision is in – what asset class stands to benefit the most? Maggie Lake sits down with Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report to talk about what lower rates mean for housing, stocks, and US treasuries. They also look at whether investors have priced in too much easing and what Fed policy means for the rest of the world.

00:00 – Intro
00:40 – Reactions to the Fed meeting
02:30 – The 50 basis point cut
04:50 – The Market Implications
06:00 – Equities
10:00 – The US Dollar
12:10 – The US economy
14:20 – Gold
16:05 – Commodities
18:40 – Housing
22:40 – China
28:30 – What looks attractive globally?

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

  economy, fed pivot, federal reserve, gold, inflation, investing, peter boockvar, stock market