EPISODE · Mar 13, 2025 · 28 MIN
Peter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury Market
from RiskReversal Pod · host RiskReversal Media
Guy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they explore the resilience of the gold market in a volatile economic landscape. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
What this episode covers
Guy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they explore the resilience of the gold market in a volatile economic landscape. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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Peter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury Market
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