| Bleakley Advisory Group CIO Peter Boockvar shares the only thing Fed Chair Jerome Powell cares about, why new housing construction is about to plummet, and what dog food says about the economy. Boockvar says talk of China’s economic Armageddon is overblown and highlights why that’s good for everyone. You can learn more about Peter Boockvar here: https://www.bleakley.com/peter-boockvar-joins-bleakley-advisory-group-as-chief-investment-officer Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM528D/YTB Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: https://twitter.com/EdDAgostino Time stamps: 1:53 – New inflation data 13:22 – Economic soft-landing? 19:50 – What doesn’t happen because of the high cost of capital? 21:18 – Reshoring production to the US from China 28:11 – China’s economic catastrophe? 34:06 – Risks of investing in China 37:30 – Bond investing |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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