The Boock Report

Succinct Summation of the Week's Events

Succinct Summation of the Week’s Events: Positives, 1)Initial jobless claims totaled 204k vs 202k last week and that was below the estimate of 215k…

Sep 29 •

Peter Boockvar

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Inflation, spending, income and the savings rate falls to lowest of the year.

Headline PCE for September rose .4% m/o/m headline and by .1% core, both one tenth below estimates but because of rounding the y/o/y gains of 3.5% and…

Sep 29 •

Peter Boockvar

Some relief on the inflation front/NKE and ACN comments/Other

I do want to first comment on the interest rate story and the worries about the state of US finances which in turn is a major factor I believe in the…

Sep 29 •

Peter Boockvar

Market sentiment getting more dour/Yields/Some company commentary

We're going to hear today from Fed president's Goolsbee and Barkin today along with Governor Cook and Chair Powell. To state again, we'll see if there…

Sep 28 •

Peter Boockvar

Durable goods orders

Core durable goods orders in August were better than expected, even with a 5 tenths downward revision to July. An order pick up of 1.1% m/o/m in…

Sep 27 •

Peter Boockvar

Neel and Michelle, please see the further tightening that has gone on

After thinking further about what Minneapolis Fed president Neel Kashkari said on Monday and what the hawkish Michelle Bowman said last week about both…

Sep 27 •

Peter Boockvar

Data rundown on consumer confidence, housing and manufacturing

The September consumer confidence index from the Conference Board was 103, down from a revised 108.7 (initially 106.1) in August and 2.5 pts below…

Sep 26 •

Peter Boockvar

LFG!

Taylor Swift continues to carry the US economy on her shoulders, this time boosting the sale of Travis Kelce football jerseys…

Sep 26 •

Peter Boockvar

The Boock Report

Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.

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