Real Vision: Finance & Investing What Does the Fed Do Now? With Peter Boockvar
Oct 6, 2023
Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, discusses the market's reaction to the jobs report, the action in bond markets, and why yields are important in forecasting economic growth. They also touch upon the impact of OPEC's oil production cut, rising interest rates, and the strength of the US dollar. The speakers debate projected service usage and consumer demand, and discuss the potential impact of Walmart's Zenpick on food sales. They also explore the Federal Reserve's intervention in the US Treasury yield curve and mention the festival of learning collaboration with Ledger.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Government Jobs, Bond Volatility, and Impending Recession
03:21 • 8min
Analyzing the Impact of OPEC's Oil Production Cut and the Rise in Interest Rates on the Economy and Real Estate Market
10:52 • 5min
The Rise in Treasury Yield and the Strength of the US Dollar
15:24 • 6min
Predictions on Service Usage and Walmart's Consumer Demand
20:58 • 2min
Walmart's Zenpick and Potential Impact on Food Sales
23:10 • 12min
Guest insights, festival announcement, Bitcoin and gold, and a humorous comment
34:58 • 2min