Peter Berezin, Chief Global Strategist of BCA Research, gives his outlook for U.S. stock markets, economic growth, and the future of China.
Watch Peter's last interview with me: [ Ссылка ]
*This video was recorded on July 2, 2024
Subscribe to TDLR newsletter: [ Ссылка ]
Listen on Spotify: [ Ссылка ]
Listen on Apple Podcasts: [ Ссылка ]
FOLLOW PETER BEREZIN:
Twitter (@PeterBerezinBCA): [ Ссылка ]
BCA Research: [ Ссылка ]
BCA Research Twitter (@bcaresearch): [ Ссылка ]
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): [ Ссылка ]
TikTok (@davidlin_TV): [ Ссылка ]
Instagram (@davidlin_TV): [ Ссылка ]
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:15 - Bullish to bearish
3:00 - Stocks vs. real economy
4:05 - Consumer spending
6:13 - Small businesses
7:26 - Unemployment rate
9:38 - The Fed and inflation
13:35 - S&P 500 target
16:21 - Tech stocks
20:30 - Defensive sectors
21:30 - Election and assets
24:42 - China’s economy
27:46 - Chinese gold demand
29:22 - Geopolitics
30:13 - Base metals
32:20 - Chinese stocks
33:00 - China’s impact on the U.S.
34:13 - Treasury yields
#economy #stocks #investing
