CC Lagator
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The Boock Report
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.
14 posts · theirs
Lately
Succinct Summation of the Week’s Events
It was good to hear from Scott Bessent the day after/Walmart on the US consumer/Other notables
Claims data still benign/Manufacturing rebound
The day after/Commodity inflation spreads to ag/Earnings and other
What a box we are in as Treasury sells 20 yr paper after an eventful morning
If at first you (US Treasury) don't succeed, try, try again
Wow, that is some move/Tech credit/Housing
'Frozen housing market conditions'
Import price inflation/Housing construction
Market says again, 'I don't want long duration paper'/Other important stuff
VIDEO: Inflation, Data Center CapEx, AI Model Pressure and This Week's Retail Earnings
NY manufacturing continues its rebound/Builder sentiment, as well as buyer traffic, remains muted
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