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.

*This video was recorded on August 14, 2024

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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

#inflation #economy #stocks