Keep Your Wits About You: Inflation Creeping In: DB Dec1, 2020

Keep Your Wits About You: Inflation Creeping In: DB Dec1, 2020

Bleakley Advisor Group CIO Peter Boockvar joins senior editor Ash Bennington to discuss a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds. Boockvar reviews this year’s market trends and dissects the latest ISM manufacturing data, pointing out reports of supply chain disruptions, labor cost pressures, and a general rise in inflation. With markets looking past recent COVID-19 data with promising vaccine announcements, value is growing increasingly attractive here in the U.S., the U.K., Europe, and Asia. However, Boockvar explains his concerns of markets tightening with the onset of growth and whether the Fed will choose to let the yield curve steepen or prevent it. As CPI increases are the kryptonite of central banks, should the inflation narrative take hold, Boockvar expresses how this may shock global bond markets. Real Vision's Haley Draznin explores the deep dichotomy between the real economy and equity markets, as all major U.S. indices were up today despite Treasury Secretary Steve Mnuchin shutting down the Fed's emergency loan programs for main street businesses. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 25 - The Hedge Fund That Almost Broke the World

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Adventures in Finance 23 - Fast Cars, Fake IDs, and Billion Dollar Fraudsters

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Adventures in Finance 21 - Ponzi Hunters: Harry Markopolos and His Dogs of Fraud

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Adventures in Finance 20 - Cyber Warfare: Welcome to the New Normal

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Adventures in Finance 19 - Over Stocked & Under Sold: A Tale of the US Shopper and the Global Economy

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