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Mostly just an earnings rundown
As we'll possibly get tariff threats and possibilities each day/week, until we actually see details and what might actually happen, I'm not going to…
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Peter Boockvar
Some things to think about/Some earnings comments/Some data
If there is one thing that anyone involved in markets gets to know is that markets sometimes don't always reflect the economy and the state of the…
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Peter Boockvar
Succinct Summation of the Week's Events
Succinct Summation of the Week's Events:
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Peter Boockvar
I think Waller wants the job, Hammack though disagrees on his views/China/Important earnings comments
US Treasuries are rallying for a 3rd day as Fed Governor Waller on CNBC yesterday with Sara Eisen revealed again he is a newfound uber dove, along with…
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Peter Boockvar
Home builder sentiment
The January NAHB home builder sentiment index rose 1 pt m/o/m to 47 and that was 2 pts above the estimate, though still below 50.
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Peter Boockvar
Retail sales/Claims/Mfr'g/Import prices, all in one place
Core retail sales in the key holiday month of December where most of the holiday sales took place because of the late November Thanksgiving rose .7…
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Peter Boockvar
'Moderately,' 'Modestly,' 'Slightly'/Bank comments/BoJ rate hike/Richemont
We'll start the day with a bit of levity, https://x.com/Josh_Ward/status/1875196844403458379.
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Peter Boockvar
Consumer inflation rundown/Mfr'g recession continues on in January
As I mentioned this morning, we had a bond set up that was very oversold and with the softer UK CPI figure boosting gilts was a good combination for a…
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Peter Boockvar
Yen gets an Ueda lift and Gilts get some relief
I will be a bit late with my CPI rundown as I'll be on CNBC right at 8:30am this morning.
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Peter Boockvar
Wholesale prices below estimates but bonds yawn ahead of CPI
We got some relief on the December wholesale price data with the headline gain of .2%, two tenths below expectations after a .4% pop in November.
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Peter Boockvar
JGB yields remain a must watch and should be part of the US yield debate
I argued last year and will again today, that one of the reasons for the rise in longer term US interest rates, and in other places too, is the increase…
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Peter Boockvar
They tried catching that falling inflation knife
Many of the world's refiners, particularly those in China and India, that were previous to last week able to buy Russian oil are now scrambling to buy…
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Peter Boockvar
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