| 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 |
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