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Peter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury Market
Manage episode 471140203 series 2938944
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.
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
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771 episodes
Manage episode 471140203 series 2938944
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
771 episodes
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