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, 2024Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER BEREZIN:Twitter (@PeterBerezinBCA): https://twitter.com/PeterBerezinBCABCA Research: https://www.bcaresearch.com/BCA Research Twitter (@bcaresearch): https://twitter.com/bcaresearchFOLLOW DAVID LIN:Twitter (@davidlin_TV): https://twitter.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:15 - Bullish to bearish3:00 - 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 assets24:42 - China’s economy 27:46 - Chinese gold demand 29:22 - Geopolitics 30:13 - Base metals32:20 - Chinese stocks33:00 - China’s impact on the U.S.34:13 - Treasury yields #economy #stocks #investing
