Inflation Has Put The Fed In Handcuffs | Peter Boockvar

On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.” Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation the number one enemy? To find out, you'll have to tune in! -- Follow Peter Boockvar: https://twitter.com/pboockvar Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Bretton Woods III. https://static.bullionstar.com/blogs/... "Russia, China new pipeline, to settle in euros": https://tinyurl.com/bd3hr69d Saudi Arabia Considers Accepting Yuan: https://tinyurl.com/pb6keeh2 Ben S. Bernanke Article: https://tinyurl.com/2p968u9m -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:43)・Peter's Macro Outlook (02:18)・The Bond Market Bubble (09:40)・Unintended Consequences of Government Intervention (15:57)・The Credit Cycle (18:01)・Lack of Credibility In The Fed (23:31)・Fireblocks Ad (24:49)・The U.S Dollar (29:40)・Zoltan Poszar: Bretton Woods III (32:41)・Is The World Shifting Away From The Dollar? (34:35)・The Role of Commodities Over The Next Decade (36:24)・Equity Market Outlook (40:56)・Will Powell Be Forced To Pivot? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.