The Boock Report
Peter BoockvarPeter is the Chief Investment Officer at Bleakley Financial 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.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 823 | Subscribers | Read | peterboockvar.substack.com |
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Latest Issues
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Claims data
Off the mostly hurricane influenced lift in initial jobless claims in the prior two weeks, they fell back to 227k for the week ended 10/19, 15k below expectations and compares with 242k last week, 260k in the week before that and 225k befor...
The BoC/PMIs/Wash, rinse, repeat with yen/A bunch of interesting earnings comments
Yes, the Bank of Canada cut rates by 50 bps yesterday as expected to 3.75% but its 10 yr yield today is at the highest level since late July at 3.26%.
Help me help you
Please help me understand how this sentence on the economy from the just released Beige Book from the Fed and its coverage of 12 districts around the country sounds like a 3%ish type economy for Q3 annualized.
At least PTJ agrees with me
At least Paul Tudor Jones agrees with me on long end Treasuries being a sale and that precious metals, along with commodities generally are very attractive.
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