Stocks celebrate weaker CPI growth, predict Fed rate cut next week, says Peter Boockvar

Let's bring in CNBC contributor Peter Bookbar, chief investment officer at OnePoint BFG Wealth Partners. Peter, great to have you with us. Um, I just want to sort of fold you into this conversation that we're having and the CPI gives us the green light to think that there's two more cuts, but at the same time, we are at record highs across the board, entering a huge earning season.What What's your view of the markets and how we are valued right now. Well, now uh relative to 2025 earnings estimates, obviousl ...