Weekend Show – Peter Boockvar and Marc Chandler – Economic Data Review; US Market, Interest Rate, Gold, Bitcoin and Oil Outlook
Welcome to The KE Report Weekend Show. On this Weekend’s Show we are joined by two of our favorite generalist guests who balance current economic data with market moves. We typically focus on how moves in the largest markets filter down to the other markets we follow closely.
We hope you all enjoy this Weekend’s Show!
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- Segment 1 and 2 – Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Editor of the Boock Report kicks off the show by sharing his assessment of the weakening economic data out of the US. We discuss the nuances to watch for in the data and how it will carry over into 2024. We then get Peter’s outlook on interest rates, gold and gold stocks, oil and Bitcoin.
- Segment 3 and 4 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website joins us to recap the November jobs data, released on Friday. We then discuss the drastic trend change of interest rates since November. Next up Marc highlights 3 market moves this last week that tell a bigger story about investor positioning. To wrap up Marc outlines a big week ahead of central bank meeting and economic data.