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Rents/Tariff impact rest of yr & some other earnings comments/PMIs/JGB yields new high
I'll start with rents just two weeks before the Fed will cut interest rates and we debate what they'll then do thereafter.
6 mins ago
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Peter Boockvar
US manufacturing remained in contraction in August
The August ISM manufacturing index rose to 48.7 from 48 but that was just a bit under the estimate of 49 and this index has been below 50 in 32 of the…
21 hrs ago
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Peter Boockvar
What the court said/Global yields, gold/My due diligence on live concert business/Earnings comments
Here were the most relevant comments from the Federal Appeals Court upholding the previous decision with regards to the use of the International…
Sep 2
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Peter Boockvar
August 2025
Succinct Summation of the Week's Events
On Tuesday I will publish relevant comments from all the notable earnings calls out late this week and thus won't be included below.
Aug 29
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Peter Boockvar
VIDEO: RiskReversal Podcast - Stocks That Win In A Weak Dollar World
The RiskReversal Podcast
Aug 28
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The Boock Report
Some earnings calls to go through and paying more for your coffee
I will be taking the next two days off and will just come to you with Friday's Succinct Summation.
Aug 27
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Peter Boockvar
How consumers feel right now/Another mfr'g survey
The August consumer confidence index from the Conference Board fell to 97.4 from a revised 98.7 in July (from 97.2 initially) but that was just above…
Aug 26
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Peter Boockvar
What on-the-ground companies are saying on business from Dallas mfr'g index/Durable goods orders
I forgot to include this in my morning note but will highlight here the respondent comments to the Dallas Fed in their August manufacturing survey which…
Aug 26
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Peter Boockvar
Not much content but notable it is
I don’t want to downplay mortgage fraud and the evidence presented seems clear on the surface but we have to be honest that Lisa Cook was likely…
Aug 26
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Peter Boockvar
Home sales/What's the mortgage rate that would trigger more existing supply?
July new home sales totaled 652k vs 656k in the month before but that was 22k more than the consensus expected and June was revised up by 29k.
Aug 25
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Peter Boockvar
What next?/Big picture with GenAI/BJ's and their growing coupon clippers
What next for Jay Powell?
Aug 25
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Peter Boockvar
Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
Aug 22
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Peter Boockvar
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