August 2025 Live Market Update

Quarterly Market Update

Join Peter Boockvar, Chief Investment Officer, and Andy Schwartz, Chief Executive Officer, for a timely discussion on the market and economic themes shaping investor sentiment this quarter. From stronger-than-expected growth to rising inflation concerns, this session will offer context on where things stand and what developments could drive markets in the months ahead.

In an environment filled with mixed signals, Peter and Andy will share how they're interpreting the data and what they’re watching closely. 

Discussion Topics:

• Tariffs & Trade: How the latest tariff developments are influencing global markets and investor confidence.

• Economic Signals: What recent GDP, inflation, and employment data are telling us—and what they might be missing.

• Federal Reserve & Interest Rates: Perspectives on the Fed’s next move and how rate expectations are shaping market behavior.

• Market Sentiment: How investors are reacting to uncertainty and shifting macro conditions.

• Global Dynamics: The impact of international developments, including policy shifts and economic divergence.

📅 Date: August 14, 2025

⏰ Time: 5:30 PM ET

🎙️ Presenters: Peter Boockvar and Andy Schwartz

📩 Have questions? Submit them in advance to info@onepointbfg.com.

Registration Details

Please register using the form below. You will receive a confirmation email shortly after registering. A separate email with your link to join the call will be sent 24 hours prior to the event.