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Real Vision: Finance & Investing
#1034 - Buy in May and Go Away? Ft. Peter Boockvar
May 10, 2024
Peter Boockvar, CIO of Bleakley Financial Group, discusses global markets, inflation, and economic data. Topics include equity investors' interest, consumer behavior, stable investments like gold, global tensions, rising travel costs, market sentiment, and investment opportunities in Asia.
36:11
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Quick takeaways
- Persistent worries among consumers due to inflation and softening labor market impacting US consumer behavior.
- Potential stagflation scenario in the economy with rising home prices amidst low consumer confidence posing challenges for businesses.
Deep dives
Concerns Over Consumer Sentiment and Labor Market
The podcast discusses concerning data related to consumer sentiment and the labor market. The University of Michigan consumer sentiment index revealed persistent worries among consumers due to factors like inflation, higher unemployment expectations, and a softening labor market. This trifecta of concerns poses challenges for the US consumer, with different sectors experiencing varying impacts on consumer behavior.
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Discover
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