HeyJaredThe 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.
- Indexed issues, last 90 days
- 38
- Latest publication
- Sep 30, 2026
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- Aug 28, 2026
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Good jobs number but still from same sectors/Inflation stats, savings rate/Rate hike odds (opens the original)
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ADP said 90k net new private sector jobs were hired, 15k above the estimate and after a 36k print in August. Positively, companies of all sizes added workers.The service sector contributed 59k jobs, again led by education/health services where payrolls rose by 55k. This was followed by leisure/hospitality with 22k. Information job growth rose by 3k. It was more mixed otherwise with job losses of 16k in financial services and by 11k in professional/business services. In the trade/transportation/u
John Williams calms move in short end/Housing & autos/Cruising/Overseas data (opens the original)
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I think the John Williams comments, the president of the NY Fed, yesterday really matters and assuming no data surprises from now until the October 28th meeting, I don’t think they raise rates again at that gathering, especially right before the midterm elections. If they do hike again by year end, it would be more likely December. The 2 yr yield is down 6 bps since he spoke, and this is what it responded to from him, “With the policy action we took at our September meeting, there is no need for
Consumer confidence sour/Job openings slip (opens the original)
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The September consumer confidence index from the Conference Board fell to 81.9 from 88.6 and that was 7 pts below expectations. This is a level last seen in 2014 but when it was still accelerating post GFC. The Present Situation declined by 8 pts and the Expectations component was lower by 6 pts. A major factor in this decline, one year inflation expectations rose to 6.1% from 5.8%.Also negatively impacting the mood, there was softness in the labor market questions. Those who think jobs are Plen
Our product might kill you but buy our stock anyway/The revenue needed/Other notables (opens the original)
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Oura’s IPO is a casualty of the segment of the market that trades terribly (responding to higher interest rates and energy prices), saying “it is postponing its previously announced initial public offering on Nasdaq, despite strong demand, due to uncertainty in the IPO market.”Now saying they have ‘strong demand’ but there is ‘uncertainty in the IPO market’ sounds like a Yogi Berra quote, ‘the restaurant is so crowded that no one goes there anymore.’ It seems to be mostly a price issue and that
A few important things of note (opens the original)
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To those who keep telling me that interest rates are just back to the long term normal, I agree but as it comes after 15 years of abnormal, therein lies the problem for those whose debt is coming due this year and next that was priced prior to 2022. The refi options are where the rate shock is. Just imagine the real estate operator who priced a 3% loan five years ago and is repricing at 8% this year, an ongoing adjustment seen over the past few years for those whose debt came due. We’ve of cours
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