Peter Bukvar

Peter Bukvar, Chief Investment Officer and CNBC contributor, provides keen insights into recent market movements. He discusses how the softer-than-expected CPI data may lead to Fed rate cuts, fueling a stock rally. Bukvar emphasizes the importance of watching capital expenditures and oil prices. The podcast also delves into earnings expectations for major tech players and the rising interest in nuclear stocks driven by new power deals. With a focus on market positioning, Bukvar offers a strategic look at navigating the busy earnings season ahead.