Blockworks Macro, Released on 2/8/23
00:00 Introduction00:35 A Breakdown of The U.S Economy02:40 Why Animal Spirits Are Back For Markets08:45 Will Powell Get His Soft Landing?14:12 Public Ad15:59 Rates Will Remain Higher For Longer22:46 The Chinese Reopening27:00 The Path Ahead For Inflation30:40 Permissionless Announcement31:24 Preparing For A Recession38:50 Breaking Down Earnings46:16 "The Market Is Partying Like It's 2021"
Peter Boockvar is the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report newsletter https://boockreport.com/.
interest rates, peter boockvar
Interest Rates Will Remain Higher For Longer In 2023 | Peter Boockvar added by Herman James on 02/08/2023View all posts by Herman James ?+'