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Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
 • Peter Boockvar
Private equity, credit CEOs defend their turf/Other notables
Here is an updated chart on the LSTA leverage loan index as of yesterday’s close.
 • Peter Boockvar
Job openings shrink in December
The number of job openings in December fell sharply m/o/m to 6.54mm from 7.15mm in November.
 • Peter Boockvar
Challenger jobs report and claims data
Before I get to the claims data, the January Challenger report saw the biggest amount of January job cuts since 2009 and the “highest monthly total…
 • Peter Boockvar
Flashing red/BoE dovish hold/Google and others
Stock market sentiment from Investors Intelligence is again flashing a red light with the over 40 pt spread between Bulls and Bears.
 • Peter Boockvar
US services, including data center buildings, continues to carry the economy
The January ISM services index was unchanged m/o/m at 53.8, though a touch above the estimate of 53.5 (December was revised from 54.4).
 • Peter Boockvar
ADP job report
ADP said 22k private sector jobs were added in January, about half the estimate of 45k and down from 37k in December, revised from the initial print of…
 • Peter Boockvar
Now we know why/Bells are ringing/Auto sales/Earnings/Rising trucking prices
I’ve been asking out loud for weeks what is going on in the private credit space as seen with the sharp drop in the LSTA Leveraged Loan index and BDC…
 • Peter Boockvar
It's not just the BoJ that is now raising interest rates/The importance of the yen, JGBs and Japanese stocks/LSTA/Earnings
In the developed world, it is not just the BoJ that is now raising interest rates, the Reserve Bank of Australia didn’t like what they were seeing with…
 • Peter Boockvar
US manufacturing rebounds back above 50 but...
The January ISM manufacturing index rebounded to 52.6 from 47.9 and that was well better than the estimate of 48.5.
 • Peter Boockvar
The market speaks and it's really important to listen/US shale/Earnings/PMIs
One more thing on Kevin Warsh and why I think he’s the right person for this job.
 • Peter Boockvar

January 2026

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