• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

The Boock Report

  • Home
  • Free Content
  • Login
  • Subscribe

Peter Boockvar

November 3, 2017 By Peter Boockvar

The Payroll Data Says…

October payrolls grew by 261k, well below the forecast of 313k but that was completely offset by a 51k person increase to September and also, August was revised up by 39k. After a bizarre spike of 906k in September in the household survey, this month it was down by 484k and combined with the drop of 765k in the size of the labor force (after a large 575k increase in …

[Read more...] about The Payroll Data Says…

November 2, 2017 By Peter Boockvar

Claims, Productivity, and Unit Labor Costs

Initial jobless claims fell to 229k from 234k last week. That is below the estimate of 235k and brings the 4 week average to 233k from 240k. Processing claims in Puerto Rico and the US Virgin Islands is still an issue but ex this has firing’s at a very modest rate still. Continuing claims fell by 15k to a fresh 44 year low. Productivity in Q3 was a better than …

[Read more...] about Claims, Productivity, and Unit Labor Costs

November 2, 2017 By Peter Boockvar

A dovish BoE hike

We got a dovish hike from the BoE as it seems they will go really slow in raising rates further from here. They think inflation peaks right now at 3% and they expect it to “fall back over the next year.” They also harped highlighted “the decision to leave the EU is having a noticeable impact on the economic outlook.” While they acknowledge “the overshoot of …

[Read more...] about A dovish BoE hike

November 2, 2017 By Peter Boockvar

A Bit of Everything

Assume at 8am est the BoE will finally get off its arse and hike rates by 25 bps more than one year after it cut by the same amount because they feared the end of the world after the Brexit vote. The only question is whether they plan a few more in 2018 or this is a one and done for a while. The 2 yr Gilt yield is at a crucial spot at .50%. It matches the same level …

[Read more...] about A Bit of Everything

  • « Previous Page
  • Page 1
  • …
  • Page 319
  • Page 320
  • Page 321

Primary Sidebar

Recent

  • May 26, 2023 Succinct Summation of the Week’s Events
  • May 26, 2023 Inflation stats, along with income, spending, savings rate and cap ex
  • Subscribe
  • Free Content
  • Login
  • Ask Peter

Categories

  • Central Banks
  • Free Access
  • Latest Data
  • Podcasts
  • Uncategorized
  • Weekly Summary

Footer

Search

Follow Peter

  • Facebook
  • LinkedIn
  • Twitter

Subscribe

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.

Read More

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.

Copyright © 2023 · The Boock Report · The Ticker District Network, LLC

  • Login
  • Subscribe
  • Free Content
  • TERMS OF SERVICE