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Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
18 hrs ago
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Peter Boockvar
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PCE stats about as expected/Luckily we have the long end to express its thoughts
August headline PCE rose .3% while the core rate was higher by .2% m/o/m with both as expected as this data point usually is with most of the inputs…
20 hrs ago
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Peter Boockvar
Get that new couch while you can/Shipping costs/earnings comments
That new furniture you’ve been looking to buy is about to become more expensive after another slew of tariffs are coming.
21 hrs ago
•
Peter Boockvar
After sell on the Fed rate cut news, poor 7 yr auction
The sell on the Fed rate cut news over the past week was followed by a very poor 7 yr note auction.
Sep 25
•
Peter Boockvar
Claims, durable goods, Q2 GDP and the rate move in response
Initial jobless claims fell to 218k from 232k and that was 15k below expectations.
Sep 25
•
Peter Boockvar
CFOs chime in on tariffs, so does the oil patch, among other things/II flashes red light/Earnings/Yields
Forget about what some economist says or what a government stat reveals, the Richmond Fed’s Q3 CFO survey, in collaboration with Duke business school…
Sep 25
•
Peter Boockvar
VIDEO: China vs. US Tech "Wars" with Louis-Vincent Gave of Gavekal
The RiskReversal Podcast
Sep 24
•
The Boock Report
Big upside with August new home sales
There was big upside to the August new home sales figure where contract signings totaled 800k, well more than the estimate of 650k and compares with…
Sep 24
•
Peter Boockvar
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