#997 - Are the Fed's hands tied? | With Peter Boockvar

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 19 March 2024

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Peter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, joins Maggie Lake to review the latest market action ahead of tomorrow’s Fed interest rate decision. They analyze the implications of the BOJ's unprecedented rate hike, discuss potential developments in the semiconductor sector, and more. For investors who want to get the same proprietary analysis that Peter sends institutional trading desks every morning, consider a subscription to The Boock Report. Peter provides real-time data analysis, risk asset positioning, and coverage of equities, bonds, commodities, and currencies. And right now, RV members can get an exclusive discount through the RV Marketplace: http://www.realvision.com/peter Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, June 5-6, 2024. Raoul Pal, Benedict Evans, Balaji Srinivasan, Edward Snowden, and over 150 others, will join the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from June 3-9, with over 150 side events for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed on your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi, on the 5th and 6th of June 2024, I'll be speaking at the largest AI events in Asia,
0:06.7	Super AI in Singapore, and the iconic Marina Bay Sands. Alongside, alongside brilliant minds like Edward Snowden, Benedict Devon and
0:15.4	Balaji Shrinovasan, I'll be on a stage exploring the extraordinary potential of AI and
0:21.2	the profound change it represents not just for financial markets
0:24.8	but also for the world as we know it. With over 5,000 attendees and over 150 side events
0:31.7	Singapore will become a vibrant hub for a full week from the 3rd and 9th of June.
0:37.0	Visit super AI.com to register and join me with 20% off ticketstickets using the code Real Vision.
0:44.1	Use the link in the description and I'll see you there.
0:47.2	It's going to be incredible. Are the Fed's hands tied? Are the feds hands tied? Hi everyone, welcome to the Real Vision Daily Briefing with me today's Peter Bogfar,
1:04.4	CIO of Bleakley Financial Group. Hi Peter, how are you?
1:08.0	Nice to see you again.
1:10.0	So we're kind of all waiting for the Fed, aren't we? Stocks cobbled together a modest rally,
1:14.4	US Treasury yields dipped a little bit, the dollar firmed a little bit, but it seems like everyone's really
1:20.1	sitting on their hands until we hear from the FOMC on Wednesday.
1:24.4	What if anything are you expecting to come out of the meeting?
1:28.4	I know everyone's going to obsess about the dot plot
1:31.4	and are they going to reflect two hikes, three hikes.
1:35.2	I mean who cares at this point whether it's two or three. I'm most interested in
1:40.5	the balance sheet and what they say.
1:43.0	Powell said that this is the meeting,
1:45.0	they're going to start discussing it and the fate of it,
1:48.0	especially because the Rorris repo facility
	...

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