Peter Boockvar, CIO at Bleakley Advisory Group and Editor of The Boock Report, on Substack, joins us to filter through all the day to day noise for investors and focus on the key economic data and market moves. We discuss what to watch for the current earnings season, the theme of higher for longer for interest rates, recession fears being pushed back and the overall health of other countries compared to the US.
Click here to visit Peter’s Substack to keep up to date on his daily market and economic commentary.