Buyer Beware: Are Markets Set Up for a Pullback? (w/Peter Boockvar and Ed Harrison)
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- เผยแพร่เมื่อ 6 ก.พ. 2025
- Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to share his insights on the inflationary pressures and drawdown risks he’s observing. Boockvar discusses his take on why weekly jobless claims in the U.S. continue to be high while job openings are also at record highs, highlighting how enhanced unemployment benefits may be competing with wages and how this puts inflationary pressure on labor. He also analyzes Jamie Dimon’s statement of the economic boom running all the way into 2023 and points out that another leg up in rates, a potential tapering by the Fed, and the end of large-scale fiscal spending could all prove to upend that notion. Harrison and Boockvar also explore the potential influence that supply chain disruptions could have on earnings, a corporate tax grab under Biden, and the impact of high margin debt on markets.
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Buyer Beware: Are Markets Set Up for a Pullback? (w/Peter Boockvar and Ed Harrison)
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He's going to taper the 1st of Never at Never thirty. He doesn't have the courage to tank the world.
I think you're right. It'll likely end in a crack up boom.
One of the few good guests you guys have on
Jamie Dimon selling the hot market and economy - means that his bank is betting against it.
When you short a stock, do you tell the whole world to go long? How does that benefit you? So your statement makes no sense
the fact is : 10 yr yield rises from 70 bps to 1.62% now, Dow and S&P keep their daily ATHs, Nasdaq refuses to drop at all.
On the other hand, why Jamie is using the Economy to judge the stock market. The recovery is good, stonks go to ATH, the recovery is slow, which means more printing, stonks to ATH. All hail to J. Powell.
Based
Should a summer "lifeguard" job REALLY constitute employment? Really? We count anything as a job in this "booming" era. Please. "Boom" my mule semen. Lay off the KoolAid. Does ANYBODY really believe there were 7 MILLION JOBS OPEN?!?! That's a lotta lifeguards....
The job creation was not creation at all, it was just unemployed going back to work.
Unemployed going back to their jobs is not job creation.
Is he confusing money multiplier with fiscal multiplier? I though the fiscal multiplier is dependent on the exact nature of fiscal policy and is generally not less than 1. Confused
Speaking of efficiency... amazing what the private sector has achieved with the space program in Florida! MI thought it was a bad idea initially for the government to step back, but I was wrong.
The interviewer seems to want to get his own points across - he should talk less and let his guests speak more.
It is definitely true that many prefer to get the enhanced unemployment benefits instead of....
I’ve never made more money, not working for someone in 2020 and now 2021. I like many others have started my own business and I believe there is a shortage of cheap labor. People have now had enough time away from a job to realize they don’t need to work their ass off for someone else.