AI Trade Losing Steam in 2026? Peter Boockvar's Blunt Macro Take on Economy, Tariffs & Fed

In this quick update, Peter Boockvar (https://www.onepointbfg.com/), author of https://boockreport.com/ on Substack) breaks down the current global economy: Why data center/AI spending drove nearly half of US growth in 2025... the K-shaped consumer divide... why the Mag 7/AI trade is losing dominance in 2026... international markets outperforming... stubborn inflation risks... tariffs' real impact... and his take on incoming Fed Chair Kevin Warsh.From elevated long-term rates signaling debt matters again to why active management shines now.#PeterBoockvar #marketupdate #financialmarketsDisclaimerThis interview is for informational and educational purposes only and does not constitute financial, investment, or economic advice.