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Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
Jul 11
•
Peter Boockvar
The profit margin hit from cost inflation and tariffs, exhibit A from Conagra/Helen of Troy raising prices 7%-10%/Gov Waller
It seems to be a settled debate on the part of some that if there is not consumer price inflation from tariffs than there is victory with its use.
Jul 11
•
Peter Boockvar
With many eyes on it, uneventful 30 yr auction
With the global uplift in 30 yr maturity yields, the US 30 yr bond auction was uneventful.
Jul 10
•
Peter Boockvar
Initial claims around the holiday, continuing claims at new cycle high
Distorted by the timing of the July 4th holiday, initial jobless claims for the week ended 7/5 fell to 227k from 232k and that was 8k less than…
Jul 10
•
Peter Boockvar
A few things of note
Just to put some perspective of what a $4 Trillion market cap looks like when compared to the world economy.
Jul 10
•
Peter Boockvar
Good 10 yr auction and quick point from the FOMC minutes
On the heels of a good 10 yr Treasury auction with a yield that was slightly below the when issued level and a bid to cover of 2.61 that was above the…
Jul 9
•
Peter Boockvar
Some copper info/What CFO's are thinking/Used car prices/You like sushi?
As copper is now the subject of substantial tariffs, it's important to understand that this is probably the most important industrial metal in the world…
Jul 9
•
Peter Boockvar
VIDEO: MRKT Call with Dan Nathan - Tariff Math and Investor Exuberance
The RiskReversal Podcast
Jul 8
•
The Boock Report
"And all the roads we have to walk are winding. And all the lights that lead us there are blinding."
And we want to put a 35% tariff on Bangladesh who makes many of our clothes because why?
Jul 8
•
Peter Boockvar
The bull boat finally gets a lot more crowded/Balancing the budget bill with tariffs/Oil/Other
There has been one thing missing from this rally off the April lows and that's been much bullish exuberance, which itself is a positive from a…
Jul 7
•
Peter Boockvar
Private sector jobs lost in June according to ADP
I wasn't planning on writing this week but felt the need right now after seeing the ADP private sector jobs report.
Jul 2
•
Peter Boockvar
June 2025
Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
Jun 27
•
Peter Boockvar
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