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:    • Is China Collapsing? Will Millions Lo...  

*This video was recorded on July 2, 2024

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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