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April 17, 2020 By CC

Succinct Summation of the Week’s Events – 4/17

Positives 1)Gilead's initial, albeit early, success with remdesivir in a small sample size. 2)Austria and Germany draw out and begin specific reopening steps. Plans are coalescing in individual US states. The rate of spread is slowing. The PGA will play a golf tournament on June 11-14th. 3)Painful to see but not as bad as feared. Initial claims totaled …

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January 17, 2020 By CC

Succinct Summation of the Week’s Events 1/17

Positives 1)A US/China Phase One deal is officially signed. 2)Housing starts in December totaled 1.608mm, well better than the estimate of 1.38mm, up from 1.375mm in November and it's the best since December 2006. Both single family and multi family saw good gains. Part of the jump in starts was favorable weather but also due to lower mortgage rates and more supply …

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May 25, 2018 By CC

Succinct Summation of the Week’s Events – 5/25

Positives 1) Core durable goods orders rose 1% m/o/m in April, above the estimate but was offset by a downward revision to March. Shipments were better than expected which should modestly lift Q2 GDP forecasts. 2) Thanks to the service sector, the US Markit service and manufacturing composite index rose to 55.7 in May from 54.9. The service component was up 1.1 …

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October 26, 2017 By CC

Draghi, ECB, Germans Happy / U.S. Data and more…

The ECB The ECB is saying that they will cut in half their QE purchases in 2018 to 30b euros per month thru September. He couched it in dovishness by saying they can always increase it if needed and that NIRP will remain in place “well past” the end of QE. They will also reinvest maturing securities just as the Fed did with their balance sheet and this will be “for …

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October 19, 2017 By CC

What’s Priced In? Chiming in with numbers / Other relevant stuff

With the daily debate on what’s been priced in to stocks, now spurred on by Steve Mnuchin’s comments Tuesday on the stock market and what the impact of no tax reform would have, I’ll just give some stats and a chart as a form of chiming in. I’m going to strictly use the Russell 2000 here with the assumption of course being that its components will benefit the most …

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May 23, 2017 By CC

Manufacturing, services, and housing

United States The Markit US manufacturing and services composite index for May rose to 53.9 from 53.2 but the components were mixed. Manufacturing fell .3 pts to 52.5, an 8 month low but was more than offset by a .9 pt increase on the service side to 54, a 4 month high. For perspective, the 53.9 print compares with the pre election level of 54.9 in October and 52.3 …

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July 29, 2016 By CC

7/29 – Succinct Summation of Week’s Events

Positives: The Employment Cost Index for Q2 saw private sector wages and salaries rise 2.6% y/o/y, the most since Q1 2015 and a pick up from the 2% gain in Q1. Benefits also rose by the most since Q1 2015 and by 1.7% y/o/y vs 1.2% in Q1. The Chicago PMI for July fell 1 pt to 55.8 but that was a bit higher than the estimate of 54. Smoothing out this very …

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About Peter

Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.

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Disclaimer - Peter Boockvar is an independent economist and market strategist. The Boock Report is independently produced by Peter Boockvar. Peter Boockvar is also the Chief Investment Officer of Bleakley Financial Group, LLC a Registered Investment Adviser. The Boock Report and Bleakley Financial Group, LLC are separate entities. Content contained in The Boock Report newsletters should not be construed as investment advice offered by Bleakley Financial Group, LLC or Peter Boockvar. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction or investment strategy. The views expressed in this commentary should not be taken as advice to buy, sell or hold any security. To the extent any of the content published as part of this commentary may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Consult your advisor about what is best for you.

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