Published on: August 7th, 2020 • Duration: 49 minutes
Equity markets seem to be pricing in a full blown recovery. The Nasdaq has hit all time highs, while both the S&P 500 and Dow flirt with pre-COVID highs. However, sentiment, and the valuations they produce across the largest players in the market don’t necessarily tell us the whole story. Monetary and fiscal policy, as well as other markets such as bonds and FX tell a different story. One that perhaps does not include the happy ending that equities are pricing in. To understand these dynamics and what may lie ahead, we’ve invited Peter Boockvar, CIO of Bleakley Advisor Group and author of The Boock Report to sit down with Ed Harrison in this segment of Real Vision Live.