Bonds Rally and Cyclicals Thrive as CPI Rises 0.5%

Published on
August 11th, 2021
Duration
37 minutes

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Bonds Rally and Cyclicals Thrive as CPI Rises 0.5%

Daily Briefing ·
Featuring Jack Farley, Dion Rabouin, and Peter Boockvar

Published on: August 11th, 2021 • Duration: 37 minutes

Real Vision editor Jack Farley and markets reporter Dion Rabouin welcome Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to unpack the U.S. CPI released today, showing a rise of 0.5% in July. Boockvar examines the July’s CPI data and discusses how it is driving today’s price action in equities and bonds and what it means for inflation, monetary and fiscal stimulus, and various asset classes such as stocks, bonds, and commodities going forward.

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