Stock Market To Drop 30%; Why Bullish Economist Turns Bearish | Peter Berezin
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: https://youtu.be/A1saGwvnoho?si=7cnKOSPHz-U-neVG
*This video was recorded on July 2, 2024
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*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
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