Subscribe
Sign in
Home
Archive
About
Latest
Top
Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
7 hrs ago
•
Peter Boockvar
A few important things of note
The Bank of Japan is not only in a rate hiking cycle, however glacial, and reducing their QE purchases, they are about to embark on selling its massive…
9 hrs ago
•
Peter Boockvar
Brief review of the claims and manufacturing stats
For the week ended 1/10, initial jobless claims fell to just 198k from 207k last week and this lowered the 4 week average to 205k from 212k.
Jan 15
•
Peter Boockvar
State of economy from Beige Book, cost pressures widespread/Earnings/Sentiment
Since the November Beige Book from the Fed, the new one reads a bit better as “Overall economic activity increased at a slight to modest pace in eight…
Jan 15
•
Peter Boockvar
Very quick inflation comment
November data is old news and why I’m not writing a full piece here on PPI and retail sales.
Jan 14
•
Peter Boockvar
This industrial metal rally is quite something/JPM and DAL chime in/Yen talk getting sharper
This industrial metal/precious metal bull market powers on with the cost of key raw materials continuing to go vertical and it’s not just copper, silver…
Jan 14
•
Peter Boockvar
Inflation stats rundown and what will Jay do at his remaining 3 meetings?
Before I get into the numbers, just a heads up that for some reason I see a dash in the line item for ‘motor vehicle insurance’ which we know has been…
Jan 13
•
Peter Boockvar
Takaichi Trade back on/Small business/Unleash the earnings flood
The Takaichi trade is on again.
Jan 13
•
Peter Boockvar
Notwithstanding the drama, 10 yr auction was fine
The heightened drama with the Federal Reserve and its current Chair did not impact the 10 yr note auction which was pretty good.
Jan 12
•
Peter Boockvar
Gold and others can speak on Powell/Fare thee well/My bull case for oil
I’ll let the price of gold (up $96), silver (up $4.5), platinum (up $78), the value of the US dollar (DXY down .4%) and US Treasuries (10 yr yield up 3…
Jan 12
•
Peter Boockvar
Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
Jan 9
•
Peter Boockvar
Jobs data rundown
December payrolls rose by 50k, below the forecast of up 70k and the two prior months were revised down by a total of 76k.
Jan 9
•
Peter Boockvar
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
