Stock Market To Drop 30%; Why Bullish Economist Turns Bearish | Peter Berezin

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, 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