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Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
Oct 17
•
Peter Boockvar
Gold, miners
As I’ve stated my bullish call on gold, silver, and miners many times and for years now, and beginning a year ago on platinum, I do want to express with…
Oct 17
•
Peter Boockvar
Jamie Dimon was right/"It's like a frozen labor market"
Rising SOFR rates, now about 19 bps above the fed funds rate and increased usage of the Fed’s standing repo facility helps to explain why Jay Powell…
Oct 17
•
Peter Boockvar
Hope that lower rates will help but muted response so far/Philly flips the lift from NY
The October NAHB home builder index rose 5 pts to 37 m/o/m.
Oct 16
•
Peter Boockvar
Beige Book reads like an economy that is barely growing, if at all/What some are saying/BoJ member ready to hike
The Fed’s Beige Book still reads like an economy that is barely growing, if at all, when it starts by saying “Economic activity changed little on…
Oct 16
•
Peter Boockvar
While no gov't data, still some great earnings call commentary
Before I get to the key earnings comments, I’ll start by saying we’re seeing rally in French bonds as it seems the political crisis there is calming…
Oct 15
•
Peter Boockvar
The end of QT is upon us, said Jay Powell
The most noteworthy commentary from Jay Powell’s speech in front of the NABE was on the Fed balance sheet where its Treasury holdings have been…
Oct 14
•
Peter Boockvar
Global bond rally/Freight/Earnings/Small business confidence
Political challenges for the LDP President Takaichi in stepping into the Prime Minister role resulted in a rally in JGB’s and a selloff in Japanese…
Oct 14
•
Peter Boockvar
This is not 2018/Who's paying?/Why I won't invest in a physical data center building/Chinese trade
Agree or not with the use of export controls on tech/semi equipment/chips and tariffs on China but we are being reminded again that China is intent on…
Oct 13
•
Peter Boockvar
Succinct Summation of the Week's Events
Succinct summation of the Week’s Events:
Oct 10
•
Peter Boockvar
Consumer confidence remains muted in aggregate but quite splintered politically
The initial October UoM consumer confidence index was little changed at 55 vs 55.1 in September, still bouncing along the post Covid bottom but was 1 pt…
Oct 10
•
Peter Boockvar
Chart of the day/I heard the word 'choiceful' again/Private credit/Vietnam
Chart of the day from Jim Reid at Deutsche Bank yesterday reflecting the rising market share of gold in the basket of global reserve assets.
Oct 10
•
Peter Boockvar
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