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Inflation is still here/Q4 GDP light but...
The headline and PCE price indexes for December rose by .4% each vs the .3% estimate for both.
 • Peter Boockvar
Please tell us already/Bad marriage/Chinese competition is intense/Choiceful/PMIs
From a certainty perspective, it would be great for businesses and households to finally hear from the Supreme Court today on tariffs.
 • Peter Boockvar
Pending home sales fall to record low in 25 yr history of this index
After a 7.4% drop in December m/o/m, pending home sales fell again in January by .8% m/o/m vs the estimate of a rebound of 2%.
 • Peter Boockvar
Claims distorted by holiday/Philly mfr'g up but internals mixed/Q4 GDP estimates trimmed by wider trade deficit
Distorted by the President’s Day holiday, initial claims fell to 206k from 229k (revised up by 2k) and vs the estimate of 225k.
 • Peter Boockvar
Nothing like economic insight directly from those that produce a good and/or service
I’ll start with notable earnings comments since it always provides such great insight both macro and from a micro, on the ground viewpoint.
 • Peter Boockvar
Still a majority seem to want to sit tight for now
If you’re interested in giving yourself a headache in terms of trying to figure out what the Fed does next (even with incoming Fed Chair in a few…
 • Peter Boockvar
Data center CapEx boom/Housing construction
Hopefully we’re seeing the business response to the tax incentives in the BBB as non defense capital goods orders ex aircraft (known as core) rose .6…
 • Peter Boockvar
The Boock Report
The Boock Report
Peter is the Chief Investment Officer at One Point BFG Wealth Partners and is a regular CNBC contributor. The Boock Report is easy to read macro and market news throughout the day, with Peter on what it means and why it matters.
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