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☆ The economy is resilient and fine but feels soft: Moody's Mark Zandi
▼ + stars: | 2024-03-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe economy is resilient and fine but feels soft: Moody's Mark ZandiPeter Boockvar, Bleakley Financial Group CIO, Mark Zandi, Moody's Analytics chief economist, and CNBC's Steve Liesman join 'The Exchange' to discuss their take from Fed Chair Jerome Powell's testimony, whether the Fed is in the mood to cut interest rates soon, and more.

Persons: Mark Zandi Peter Boockvar, Mark Zandi, Steve Liesman, Jerome Powell's Organizations: Bleakley Financial

☆ Gold rises above $2,100 to highest level ever as traders bet on interest rate cuts
▼ + stars: | 2024-03-04 | by ( Spencer Kimball | ) www.cnbc.com time to read: +2 min

Gold futures settled at the highest level ever on Monday as traders bet the Federal Reserve will start cutting interest rates in the second half of the year. When adjusted for inflation, gold set an all-time high of about $3,200 in 1980, according to Peter Boockvar, chief investment officer at Bleakley Financial Group. Gold has has performed well despite high interest rates and a strong dollar, he said. Gold now has upside on the expectation that the Fed will start cutting interest rates this year as inflation comes down, hesaid. Traders are betting the Fed will cut rates in June, according to the CME Fed Watch Tool.

Persons: It's, Peter Boockvar, Boockvar, Gold, Bart Melek, Melek Organizations: Federal Reserve, Miners, Bleakley Financial, TD Securities, Fed, Traders, CME Locations: U.S, Ukraine, China, Saudi Arabia

☆ The Fed will cut rates fewer times and start them later than market hopes, according to CNBC Fed survey
▼ + stars: | 2024-01-30 | by ( Steve Liesman | ) www.cnbc.com time to read: +1 min

watch nowRespondents to the CNBC Fed Survey see fewer interest rate cuts than the market's aggressive outlook, with the central bank starting them later in the year than traders currently hope. Fifty percent see a cut in May and only in June is there a majority of 70% predicting that rates go down. And while futures markets have priced in between five and six rate cuts, survey respondents, on average, see just a bit more than three. It's fairly typical for this group of Fed watchers to be more closely aligned with the Fed's outlook than the market. By 2025, the market, the survey and the Fed forecasts all converge on a Funds rate between 3.3% and 3.6%.

Persons: Joel Naroff, Jerome Powell, Jay, Powell, Peter Boockvar Organizations: CNBC, Federal Reserve, Naroff, Fed, Bleakley Financial

☆ Investors can expect the first Fed rate cuts in June, says Citi's Veronica Clark
▼ + stars: | 2024-01-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors can expect the first Fed rate cuts in June, says Citi's Veronica ClarkVeronica Clark, Citi economist, and Peter Boockvar, Bleakley Advisory Group CIO, joins 'Squawk Box' to discuss the state of the economy, latest market trends, the Fed's rate path outlook, and more.

Persons: Citi's Veronica Clark Veronica Clark, Peter Boockvar Organizations: Citi, Bleakley

☆ Market rally is not sustainable, Bleakley Financial Group’s Peter Boockvar suggests
▼ + stars: | 2024-01-22 | by ( Melissa Lee | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket rally is not sustainable, Bleakley Financial Group’s Peter Boockvar suggestsPeter Boockvar, Bleakley Financial Group, on the rally's staying power with CNBC’s Melissa Lee and the Fast Money traders.

Persons: Peter Boockvar, Melissa Lee Organizations: Email, Bleakley Financial, Fast Money

☆ The market could be rallying itself out of the Fed interest rate cuts it wants so badly
▼ + stars: | 2023-12-05 | by ( Jeff Cox | ) www.cnbc.com time to read: +4 min

Rallies in the stock and bond markets could be undone by the very thing that seems to be underpinning the moves higher. The Fed relies on an amorphous group of indicators collectively known as "financial conditions" to help judge the state of play on policy. True to form, a Chicago Fed baromete r is showing financial conditions at their easiest since early February 2023. But I think they don't want to be premature, because they also know there's a risk of the economy restarting with the loosening of financial conditions. "That does not necessarily support the 'happy days are here again' everything-rally that we're currently seeing in the market."

Persons: Jerome Powell, Roger Ferguson, Powell, Jay Powell, Peter Boockvar, they're, Ferguson, Wharton, Jeremy Siegel, we're Organizations: Federal Reserve, Treasury, Dow Jones, Bleakley Financial, Chicago Fed, Committee, Traders, Fed, Group, CNBC

☆ I expect gold to surge higher, says Bleakley's Peter Boockvar
▼ + stars: | 2023-12-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI expect gold to surge higher, says Bleakley's Peter BoockvarPeter Boockvar, Bleakley Financial Group, and Katerina Simonetti, Morgan Stanley, join 'The Exchange' to discuss the surge in gold prices, what's behind the rally and more.

Persons: Bleakley's Peter Boockvar Peter Boockvar, Katerina Simonetti, Morgan Stanley Organizations: Bleakley Financial

☆ Watch CNBC's full interview with Peter Boockvar and Katerina Simonetti
▼ + stars: | 2023-12-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Peter Boockvar and Katerina SimonettiPeter Boockvar, Bleakley Financial Group, and Katerina Simonetti, Morgan Stanley, join 'The Exchange' to discuss the surge in gold prices, what's behind the rally and more.

Persons: Peter Boockvar, Katerina Simonetti Peter Boockvar, Katerina Simonetti, Morgan Stanley Organizations: Bleakley Financial

☆ Disney's parks business is their most profitable asset, despite streaming focus, says Peter Boockvar
▼ + stars: | 2023-11-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney's parks business is their most profitable asset, despite streaming focus, says Peter BoockvarPeter Boockvar, Bleakley Financial Group CIO, discusses his expectations for Disney's earnings report.

Persons: Peter Boockvar Peter Boockvar Organizations: Bleakley Financial

☆ Expect higher interest rates in 2024, says Bleakley's Peter Boockvar
▼ + stars: | 2023-11-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect higher interest rates in 2024, says Bleakley's Peter BoockvarPeter Boockvar, CIO of Bleakley Financial, and Julia Coronado, Macropolicy Perspectives founder, join 'The Exchange' to discuss the outlook for rate hikes, the likelihood of a recession, and more.

Persons: Bleakley's Peter Boockvar Peter Boockvar, Julia Coronado Organizations: Bleakley, Macropolicy

☆ Stock futures fall slightly as Fed decision looms: Live updates
▼ + stars: | 2023-10-31 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

Stock futures were slightly lower Tuesday evening as Wall Street geared up for the Federal Reserve's latest policy decision on interest rates after closing out a terrible month. Futures tied to the Dow Jones Industrial Average were 50 points lower, or down 0.15%. S&P 500 futures and Nasdaq 100 futures each shed about 0.2%. The Dow and the S&P 500 ended the month lower by 1.4% and 2.2%, respectively, marking the first three-month losing streak for both indexes since March 2020. Although November is a historically strong month for markets, investors are keeping an eye on a peak in bond yields.

Persons: Jerome Powell, Peter Boockvar, Stocks, Dow Organizations: Federal, Dow Jones, Nasdaq, China Holdings, Devices, Treasury Locations: Washington

☆ Markets are on board with the Fed's ‘higher for longer’ policy, CNBC survey shows
▼ + stars: | 2023-10-31 | by ( Steve Liesman | ) www.cnbc.com time to read: +3 min

As recently as the summer, respondents had forecast rate cuts in the beginning of next year. The change can also be seen in the outlook for the fed funds rate, the central bank's benchmark for short-term lending costs. It's now forecast on average to end 2024 at 4.6%, assuming about 75 basis points of rate cuts. In June, the year-end 2024 funds rate was forecast at 3.8%, which assumed 125 basis points of cuts. Some 60% of respondents see the Fed hitting its inflation target in 2025 or sometime after that, and 19% don't believe the Fed will ever get there.

Persons: Jerome, Powell, Peter Boockvar, Robert Brusca, Troy Ludtka Organizations: CNBC, Survey, Federal Reserve, Bleakley Financial, Fed, Nikko Securities

☆ 'All-clear' signal from Fed hike cycle is years away, warns top investor Peter Boockvar
▼ + stars: | 2023-10-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'All-clear' signal from Fed hike cycle is years away, warns top investor Peter BoockvarPeter Boockvar, Bleakley Financial Group chief investment officer, joins 'Fast Money' to talk what could come out of Wednesday's FOMC meeting, where the U.S. economy stands, the real estate market and more.

Persons: Peter Boockvar Peter Boockvar Organizations: Bleakley Financial Group

☆ Bad news for commercial real estate: Architects report a big drop in business
▼ + stars: | 2023-10-18 | by ( Diana Olick | In Dianaolick | ) www.cnbc.com time to read: +2 min

Architecture firms reported a sharp drop in business in September, indicating that the commercial real estate market could see even more pain in the next year. The index is a forward-looking indicator of demand for non-residential construction activity, both commercial and industrial buildings. Commercial real estate has been hit with a double whammy. Among real estate sectors, firms with a multi-family residential focus saw more of a decline. Multi-family construction boomed over the last few years, with a record number of units now flooding the market and putting pressure on rents.

Persons: Kermit Baker, bode, Peter Boockvar Organizations: AIA, Billings, Bleakley Financial Locations: billings

☆ Watch CNBC's interview with Mariner Wealth's Jeff Krumpelman and Bleakley Financial's Peter Boockvar
▼ + stars: | 2023-10-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's interview with Mariner Wealth's Jeff Krumpelman and Bleakley Financial's Peter BoockvarJeff Krumpelman, Mariner Wealth Advisors chief investment strategist, along with Peter Boockvar, Bleakley Financial Group chief investment officer, join 'The Exchange' to discuss bond market activity taking over the job of the Fed, the negative impact rising rates are having on equities, and fiscal debt and geopolitical tensions causing near term P/E contraction.

Persons: Mariner, Jeff Krumpelman, Bleakley, Peter Boockvar Jeff Krumpelman, Peter Boockvar Organizations: Mariner Wealth Advisors, Bleakley Financial Group

☆ Big cap tech is wildly overvalued considering the rise in rates, says Bleakley's Peter Boockvar
▼ + stars: | 2023-10-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBig cap tech is wildly overvalued considering the rise in rates, says Bleakley's Peter BoockvarJeff Krumpelman, Mariner Wealth Advisors chief investment strategist, along with Peter Boockvar, Bleakley Financial Group chief investment officer, join 'The Exchange' to discuss bond market activity taking over the job of the Fed, the negative impact rising rates are having on equities, and fiscal debt and geopolitical tensions causing near term P/E contraction.

Persons: Bleakley's Peter Boockvar Jeff Krumpelman, Peter Boockvar Organizations: Mariner Wealth Advisors, Bleakley Financial Group

☆ Housing market's sensitivity to rates kept the Fed from hiking further, says Peter Boockvar
▼ + stars: | 2023-10-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHousing market's sensitivity to rates kept the Fed from hiking further, says Peter BoockvarGregory Daco, chief economist at EY Parthenon, Peter Boockvar, Bleakley Advisory Group, and CNBC's Steve Liesman join 'The Exchange' to discuss when investors can expect a Fed pivot, economic data showing ongoing disinflation, and the housing markets' sensitivity to rate hikes.

Persons: Peter Boockvar Gregory Daco, Peter Boockvar, Steve Liesman Organizations: Bleakley Advisory

☆ The Israel-Hamas conflict could extend high inflation in the U.S., says Bleakley's Peter Boockvar
▼ + stars: | 2023-10-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Israel-Hamas conflict could extend high inflation in the U.S., says Bleakley's Peter BoockvarKaterina Simonetti, senior vice president and private wealth advisor at Morgan Stanley, and Peter Boockvar, Bleakley Financial chief investment officer, join 'The Exchange' to discuss volatility in markets over increased geopolitical risk, investors looking for stability in the bond market, and oil prices expected to rise over Iran's potential coordination with Hamas.

Persons: Bleakley's Peter Boockvar Katerina Simonetti, Morgan Stanley, Peter Boockvar Organizations: Bleakley Financial Locations: Israel, U.S

☆ Why borrowing costs for nearly everything are surging, and what it means for you
▼ + stars: | 2023-10-05 | by ( Hugh Son | ) www.cnbc.com time to read: +5 min

At the center of the storm is the 10-year Treasury yield , one of the most influential numbers in finance. The relentless rise in borrowing costs has blown past forecasters' predictions and has Wall Street casting about for explanations. Companies that can only issue debt in the high-yield market, which includes many retail employers, will confront sharply higher borrowing costs. Higher rates squeeze the housing industry and push commercial real estate closer to default. "So if banks haven't fixed their issues since then, the problem is only worse, because rates are only higher."

Persons: Jerome Powell, SAUL LOEB, Bob Michele, Ben Emons, Treasurys, Benjamin Dunn, Lindsay Rosner, Peter Boockvar, Rosner Organizations: Federal Reserve, Washington , D.C, Getty, ., Treasury, Fed, JPMorgan, NewEdge, Bloomberg, Alpha Theory Advisors, Goldman, Companies, Bleakley Financial, Valley Bank, First Locations: Washington ,, U.S, Goldman Sachs, First Republic

☆ Here's how stocks typically do when the government shuts down
▼ + stars: | 2023-09-29 | by ( Fred Imbert | ) www.cnbc.com time to read: +1 min

That might not be bad news for the stock market after all. Data compiled by Raymond James shows the S & P 500 has averaged a 3.2% gain during government shutdowns going back to 1995. The most recent one, which took place between late 2018 and early 2019 and lasted 22 trading days, saw the S & P 500 rally more than 10%. In fact, the broad market index has posted gains in every shutdown period tracked by Raymond James. Bank of America economist Stephen Juneau also said, "the economic hit is usually modest," adding that shutdowns "do not impact market functioning."

Persons: Raymond James, shutdowns, Peter Boockvar, Stephen Juneau, — CNBC's Michael Bloom Organizations: Bleakley Financial, Bank of America

☆ Watch CNBC's full interview with Cape Cod Five's Rachael Aiken and Bleakley's Peter Boockvar
▼ + stars: | 2023-09-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Cape Cod Five's Rachael Aiken and Bleakley's Peter BoockvarRachael Aiken, senior investment officer at Cape Cod Five Wealth Management, Peter Boockvar, Bleakley Financial chief investment officer, and CNBC's Bob Pisani join 'Power Lunch' to discuss bonds and gold as alternatives to stocks.

Persons: Rachael Aiken, Bleakley's Peter Boockvar Rachael Aiken, Peter Boockvar, Bob Pisani Organizations: Cape, Five Wealth Management, Bleakley Financial

☆ Gold has held up better than anticipated: Cape Cod Five's Rachael Aiken
▼ + stars: | 2023-09-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGold has held up better than anticipated: Cape Cod Five's Rachael AikenRachael Aiken, senior investment officer at Cape Cod Five Wealth Management, Peter Boockvar, Bleakley Financial chief investment officer, and CNBC's Bob Pisani join 'Power Lunch' to discuss bonds and gold as alternatives to stocks.

Persons: Rachael Aiken Rachael Aiken, Peter Boockvar, Bob Pisani Organizations: Cape, Five Wealth Management, Bleakley Financial

☆ Consumer excitement around iPhone upgrades is waning, says Bleakley's Peter Boockvar
▼ + stars: | 2023-09-08 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailConsumer excitement around iPhone upgrades is waning, says Bleakley's Peter BoockvarBob Elliott, Unlimited Funds CIO and Peter Boockvar, Bleakley Financial Group CIO, join 'Closing Bell Overtime' to talk the day's market action.

Persons: Bleakley's Peter Boockvar Bob Elliott, Peter Boockvar Organizations: Bleakley Financial

☆ Risk to the economy is government crowding out private sector finance: Bleakley's Peter Boockvar
▼ + stars: | 2023-09-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisk to the economy is government crowding out private sector finance: Bleakley's Peter BoockvarPeter Boockvar, Bleakley Financial Group CIO, joins 'Squawk on the Street' to discuss if the latest jobs report is about supply, what higher rates mean for interest payments, and Boockvar's thoughts on hedge fund positioning.

Persons: Peter Boockvar Peter Boockvar Organizations: Bleakley Financial

☆ Transitory inflation is in goods, not services: Citi's Andrew Hollenhorst
▼ + stars: | 2023-08-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTransitory inflation is in goods, not services: Citi's Andrew HollenhorstPeter Boockvar, Bleakley Financial Group CIO, Dennis Lockhart, former Atlanta Fed president, and Andrew Hollenhorst, Citi chief U.S. economist, join 'The Exchange' to discuss Fed policy aiding natural disinflation, where core goods inflation is headed, and Chair Powell's upcoming Jackson Hole remarks.

Persons: Citi's Andrew Hollenhorst Peter Boockvar, Dennis Lockhart, Andrew Hollenhorst, Jackson Organizations: Bleakley Financial, Atlanta Fed, Citi

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