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Peter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury Market

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Manage episode 471140203 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Guy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they explore the resilience of the gold market in a volatile economic landscape.

FOLLOW US

YouTube: @RiskReversalMedia

Instagram: @riskreversalmedia

Twitter: @RiskReversal

LinkedIn: RiskReversal Media

  continue reading

771 episodes

Artwork
iconShare
 
Manage episode 471140203 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Guy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they explore the resilience of the gold market in a volatile economic landscape.

FOLLOW US

YouTube: @RiskReversalMedia

Instagram: @riskreversalmedia

Twitter: @RiskReversal

LinkedIn: RiskReversal Media

  continue reading

771 episodes

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