The Boock Report
Peter BoockvarPeter 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.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1830 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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Consumer confidence slips and the difference of whether one owns assets or not
The preliminary October UoM consumer confidence index fell to 46.3 from 48.1.
The preliminary October UoM consumer confidence index fell to 46.3 from 48.1. That was 1.3 pts below expectations and just off the record low. All of the drop wa...
The big picture point I took away/Other good stuff
Whatever the methodology and/or nuance of how OpenAI calculates its revenue figure and whether it matched up with investor estimates or not, I think the most relevant big picture point is that a massive chunk of the GenAI data center buildo...
The notable FT article/30 yr bond auction results
A much bigger story, potentially, than the results of the 30 yr bond auction I’m about to give is the FT story that “OpenAI annualized revenues $20b less than previously signaled…AI giant recently told investors the key figure was approachi...
Quick claims color
Initial jobless claims remained subdued at 197k vs 199k in the week before, about as expected when including last week’s revision.
Initial jobless claims remained subdued at 197k vs 199k in the week before, about as expected when including...
Too much forward guidance from him/Other notable stuff
The Fed’s Chris Waller is important to listen to, as he’s a Governor, in terms of gauging which way interest rates will go but he’s been very all over the place lately.
The Fed’s Chris Waller is important to listen to, as he’s a Governor,...
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