
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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Succinct Summation of the Week’s Events:
Succinct Summation of the Week’s Events:
In response to the Warsh speech, Treasury yields are moving higher with the 2 yr in particular up 8 bps from where it stood right before it was released.
In response to the Warsh speech, Treasury yields are moving higher with the 2 yr in p...
I’m looking forward to hearing what Kevin Warsh has to say in his speech but I have to say that I see the Fed as the least relevant in decades in terms of their market influence because elevated inflation relative to pre-Covid trends contin...
Initial jobless claims at 203k vs 207k last week and remains muted.
Initial jobless claims at 203k vs 207k last week and remains muted. The estimate was 208k and the 4 week average is now 206k vs 204k last week as a print of 198k drops out...
The main macro news of note was the 25 bps rate hike by the Bank of Korea but as expected and where the Governor said with respect to their reaction to inflation worries, “There’s a Korean saying that if you fail to stop something with a ho...
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