Episode 48: China Tariff Rollbacks Incoming? With Peter Boockvar.

"We're going to see a dramatic reduction in tariff rates on China," Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Group joins Maggie Lake on Talking Markets to discuss the future of tariffs on China, international stock outperformance, and the Fed's interest rate announcement later this week. Also up for discussion: a bond crisis, Peter's outlook for inflation, and where he sees opportunities. To get more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa....Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters: 00:00 – Introduction with Peter Boockvar02:40 – ISM, Jobs, and US Economic Data04:30 – Trump's Trade War with China08:20 – Are We Too Negative That Businesses Can’t Adjust?11:50 – “Sell the News” Environment?15:05 – The US Dollar19:00 – Could This Escalate From Trade War to Capital War?22:10 – Does China Need a Deal to Happen?25:00 – 10-Year Bonds to 5%?27:40 – Outlook on Magnificent 7 CapEx Spending31:20 – Where Do You See Opportunity?33:10 – Commodities: Physical or Equities?34:55 – Outlook on Europe