Peter Boockvar
@pboockvar
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Chief Investment Officer of One Point BFG Wealth Partners, @onepointbfg.com • Editor of The Boock Report on Substack • CNBC Contributor
Joined September 2013
In case you missed it @htsfhickey @nhryanhickey From ZipRecruiter this week: "If you look at the category that would be most likely impacted by AI, you'd look at technology. It's the one that's had the most headlines. It's the one that's had the most discussion. And that was down.
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RT @SoundMoneyRpt: 🚨 Our debut post reveals 𝑤ℎ𝑦 we launched this project: Your go-to source for gold, silver, #Bitcoin, macro, geopolitics….
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Even with all those ECB rate cuts, the German 30 bund yield at a 14 yr high today.
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RT @lisaabramowicz1: Companies are paying for the tariffs for now. From @pboockvar: Caterpillar sees tariff costs of up to $350 million; Ap….
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RT @DiMartinoBooth: The Weekly Quill — Taboo Topics – Politically Poisoned Probabilities. Log in to read now — . #Q….
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RT @RiskReversal: Quick pod w/ @pboockvar out reacting to Tuesday's CPI report!. 📊🚀 CPI in-line = risk-on.⚙️📈 Small caps catch a bid.💼🛍️ St….
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Fed Governor Michelle Bowman seemingly just got a brand new crystal ball that seems to be very clear to her and the ball tells her now that three cuts by year end is necessary. This, rather than taking each meeting as they come, analyzing the current data in hand and then making.
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RT @JeremyDSchwartz: Lots of talk on markets, the dollar, deep seek and @CameronDawson 🚀@pboockvar with flying fish
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RT @CNBCFastMoney: The Fed is locked into a September rate cut amid the weak jobs report, says One Point BFG’s @pboockvar . .
cnbc.com
Peter Boockvar, One Point BFG Wealth Partners CIO, joins 'Fast Money' to discuss today’s data and outlook for rates and the Fed's next moves.
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Let's enjoy the multi family rental rate slowdown while we can. From the Camden Property Trust earnings call Friday, "So, what's happening now, and if you look at the starts, starts are down 76% in Charlotte, Denver, Austin, Atlanta, and DC. They're down 60-76% in Tampa, Orlando,.
Great note this morning from @pboockvar - He runs through some multi-family REIT commentary and illustrates that the shelter disinflation is transitory as supply growth has collapsed.
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RT @RiskReversal: New pod out this morning with @GuyAdami & @pboockvar🎙️. 📒🔎Beige Book vs Reality.🏦❓Fed’s Data Dilemma.🧐📈Market Ignoring Ri….
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RT @KellyCNBC: “The 3 month average job gain is now just 35k, versus the 6 month average of 81k, and the 12 month average of 128k. This i….
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RT @historyrock_: Ozzy Osbourne's hearse drives through Birmingham as musicians play Iron Man.
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When looking at the Q2 GDP report of 3%, it's important to merge this with Q1 because of the timing distortions of tariff front running and pull forwards. Averaging the two quarters puts first half 2025 GDP growth at 1.25%.
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RT @RiskReversal: We're flying in rarefied air w/ @pboockvar on the latest pod🎙️✈️. 🇪🇺💸 Trade Tariff Truths.📊😬 S&P’s Risk Premium Zero.🏦⚖️….
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RT @WilfredFrost: 🚨 NEW EPISODE with @RayDalio:. - Complacency in bond mkts - risks not priced in.- Pressure on Fed is potential trigger -….
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How is Mohawk Industries, the floor covering company, absorbing tariffs?."We've announced 8% increases that we are implementing in the market as we speak. The industry will have to increase further with higher tariffs. There's currently some delays on impact with inventory in the.
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The electricity of live music.
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