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A price war coming?/Oracle's spend, Casey's customer and more/Shipping costs/BoC
A highly capital heavy business with little pricing power typically creates a lower margin business and likely subject to commoditization.
 • Peter Boockvar
CPI rundown/Are we now in a time where dissents are the new normal?
The May headline CPI rose .5% m/o/m as expected and by .2% at the core level which was one tenth below the forecast.
 • Peter Boockvar
Looking at full inflation picture/Financing issues?/Pizza and Uncrustables are crushing it/Gold
While the markets mostly care about consumer price inflation, I don’t believe the inflation picture is complete by just looking at today’s CPI.
 • Peter Boockvar
The BoJ will hike/NFIB & two lane corporate & consumer highway/Other
As the BoJ likes to leak their intentions, it looks like they are going to raise interest rates next week.
 • Peter Boockvar
Just a few things
With further complications in the Middle East, understanding this was never going to be an easy thing to resolve and finish, I keep remembering the…
 • Peter Boockvar
Succinct Summation of the Week's Events
Succinct Summation of the Week’s Events:
 • Peter Boockvar
Job gains well ahead of expectations
Payrolls in May rose by 172k, well more than the estimate of up 88k and the two prior months were revised up by a total of 93k.
 • 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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