Hints and tips:
...“What’s noteworthy today, and what we saw last Friday, is that value stocks, non-tech stocks, are beginning to trade better, which gives a better tone to the market,” said Peter Boockvar, chief investment...
...“This data is further confirmation of the peak for now in inflation, evidence that we’ve been seeing for months,” said Peter Boockvar, chief investment officer at Bleakley Financial Group....
...Peter Boockvar, chief investment officer at Bleakley Advisory Group, noted that while the numbers were not a “blowout” performance, they still reinforce expectations for an “aggressive Fed response”....
...“Just like that [jobless] claims data is back to where it was in January 2020”, wrote Peter Boockvar, chief investment officer at Bleakley Advisory Group....
...“Today is no different than the pattern seen over the past few weeks,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group....
...“Clearly the aggressive home price gains has a more profound impact on the [first-time] buyer,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group....
...“The market cares more about the July, August, September CPI prints in determining whether what we’re seeing now is temporary or not,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group...
...Peter Boockvar, chief investment officer at Bleakley Advisory Group, attributed the moves to “expiration noise”, but added that “the buying-on-the-dip mentality doesn’t die easily notwithstanding the sharp...
...Peter Boockvar, chief investment officer at Bleakley Advisory Group, said the back-up in Treasury yields in part reflected that extra spending was now “locked in”....
...“Markets are dizzy from all the talk on both sides about what they want from a deal but believe that something will inevitably happen anyway,” said Peter Boockvar, chief investment officer of Bleakley Advisory...
...“Consumers have built up a huge amount of savings [and thus fuel for spending] helped by the already generous transfer payments from March through July,” said Peter Boockvar, chief investment officer at...
...“Big-cap tech continues to ride the wave of euphoria and momentum while most other areas of the market that have lagged are more worried about the macroeconomic environment,” said Peter Boockvar at Bleakley...
...Peter Boockvar, chief investment officer of Bleakley Advisory Group, wrote in a note that rapid rises were a clear sign of “froth” in parts of the market....
...“Many central banks have seen the error of the ways of the European Central Bank, Swiss National Bank and Japan,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group, John Briggs, head...
...Boockvar, chief investment officer at Bleakley Advisory Group, noting that in some states benefits can reach about $1,000 per week....
...Today’s services ISM indicates economic weakness is “spreading”, according to Peter Boockvar, chief investment officer at Bleakley Financial Group....
...Peter Boockvar, chief investment officer at Bleakley Advisory Group, said equity markets are already expecting a benign 2020 for the global economy, after the US Federal Reserve cut rates three times this...
...“The rally in European bonds is the biggest bubble in the history of financial markets,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group....
...“Capital spending is now a clear casualty of limited business confidence and visibility,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group....
...“We have now tariffed our way into a manufacturing recession in the US and globally,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group. “ . . ....
...Boockvar, chief investment officer at Bleakley Advisory Group....
...“Bottom line, and I’ll be blunt, this number was terrible,” said Peter Boockvar, chief investment officer at Bleakley Advisory Group, adding that tariffs were harming business confidence....
...“The sharp drop in mortgage rates while certainly helping, hasn’t been enough to offset years of 5-6% home price gains in enticing first-time buyers to buy instead of rent,” said Peter Boockvar, chief investment...
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