Where are the markets headed?
That question is on everyone’s mind, especially after the Fed just hiked its benchmark Fed Funds Rate by another 75 basis points to help cool inflation – its fourth hike so far this year. If you’re looking for answers from some of the country’s top experts, then you don’t want to miss this webinar on the Fed and market outlook with Barry Habib, Dan Habib and Peter Boockvar.
Peter is the Chief Investment Officer at Bleakley Financial Group, a NJ based $9 billion wealth management firm. He is also the Editor of The Boock Report, a macro market newsletter. Prior to joining Bleakley, he was the Chief Market Analyst at The Lindsey Group, a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. Before this, Peter worked as a macro analyst and portfolio manager for a brief time at Omega Advisors and had previously been a partner at Miller Tabak + Company where he was the equity strategist and a portfolio manager.
To read Peter’s daily macro and market missives, visit boockreport.com and sign up for a free trial. To learn more about Peter’s wealth management services, visit bleakley.com for more information.
Click here to listen to the full interview and if you're looking for the webinar highlights, make sure you listen to these crucial segments:
[00:01:31] Why Peter sees stagflation on the horizon.
[00:03:52] What may be ahead for third quarter GDP.
[00:06:04] What to really understand about inventories and recent GDP readings.
[00:06:45] The real connection between the unemployment rate and recessions.
[00:12:38] Why it’s possible to add jobs and still see an economic downturn.
[00:15:06] The scoop on people leaving the labor force.
[00:16:46] Why so many companies are expecting to raise prices.
[00:20:18] Where Peter thinks inflation may go in the months and years ahead.
[00:24:05] What the Fed might be thinking in terms of inflation and future hikes to the Fed Funds Rate.
[00:28:10] What Peter thinks the Fed cares about most.
[00:31:01] What the foundation is for any healthy economy.
[00:32:31] What causes boom and bust cycles from the Fed.
[00:36:01] Where Peter thinks long-term rates are headed.
[00:39:06] Whether Peter thinks we’re in a synchronized or more global recession and who will pull us out.
[00:41:41] Where Peter sees the strength of the dollar heading.
[00:49:50] Peter’s outlook for the equity markets.
[00:56:14] How housing typically performs during recessions – and what to know about today’s environment.