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Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
 • Peter Boockvar
The Bank of Japan just can't win/Other notables
The Bank of Japan just can’t win.
 • Peter Boockvar
Inflation data positive but got late start in collection and has some missing data
November CPI, where only some of the month was captured as info didn’t start being calculated until November 14th because of the shutdown, rose 2.7…
 • Peter Boockvar
A bunch of central banks met/Contrarian view/Growing lease obligations/Notable earnings comments
While the Fed will cut again next year, the BoE did so today while the BoJ will hike, many central banks are sitting tight, for now.
 • Peter Boockvar
Some things of importance
Within yesterday’s US December PMI where the services component (again, doesn’t include key sectors like construction and retail) fell to a 6 month low…
 • Peter Boockvar
Thank you health, social assistance hiring as unemployment rate rises to highest since Sept '21
November payrolls grew by 64k, above the estimate of 45k but after falling by 105k in October (government shutdown of course the main factor).
 • Peter Boockvar
Another failure of government industrial policy/Now I understand where he's coming from/Some data
We’re seeing real time again the failure of government driven industrial policy, this time with EVs.
 • Peter Boockvar
The Boock Report
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.
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