“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 is coincident with a US economy whose GDP growth was just 1.25% in the first half of 2025.” - Peter Boockvar

New pod out this morning with Guy Adami & Peter Boockvar🎙️ 📒🔎Beige Book vs Reality 🏦❓Fed’s Data Dilemma 🧐📈Market Ignoring Risks? YouTube: youtu.be/hzi3y10GvNk Apple: apple.co/45Cu2li Spotify: tinyurl.com/3n26h9bc

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,

The Fed is locked into a September rate cut amid the weak jobs report, says One Point BFG’s Peter Boockvar cnb.cx/4fqo0rl

Lots of talk on markets, the dollar, deep seek and Cameron Dawson 🚀Peter Boockvar with flying fish

The Weekly Quill — Taboo Topics – Politically Poisoned Probabilities Log in to read now —  hubs.ly/Q03C4PPR0 #QIResearch #dimartinobooth #economy #fed

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

Looking forward to participating, online.moneyshow.com/2025/august/ac… MoneyShow

Quick pod w/ Peter Boockvar out reacting to Tuesday's CPI report! 📊🚀 CPI in-line = risk-on ⚙️📈 Small caps catch a bid 💼🛍️ Stock wealth effect holds 🏠👀 30-year mortgage concerns YouTube: youtu.be/_gVVCpi6JIA Apple: apple.co/4fFTIkM Spotify: tinyurl.com/34wkm28h

.Peter Boockvar has a big roundup of companies quantifying their tariff costs peterboockvar.substack.com/p/a-reminder-o…

Companies are paying for the tariffs for now. From Peter Boockvar: Caterpillar sees tariff costs of up to $350 million; Apple sees $1.1 billion in the September quarter; Ford sees $2 billion of tariff charges this year; GM likely to eat as much as $3.5 billion in tariffs

Even with all those ECB rate cuts, the German 30 bund yield at a 14 yr high today.

In case you missed it fred hickey Ryan Hickey CPA 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

The Weekly Quill — The Fully Edited Version – Contemplating Tough Economic Love Enjoy the this timely writing from #dimartinobooth of #QIResearch hubs.ly/Q03D3nC30

New pod out this morning with Peter Boockvar & Guy Adami 🎙️ 📊🌎 Rising Global Yields Alert 💵🔮 Fed Cuts: What's Priced In? 🛒📈 Retailers Test Price Elasticity 🖥️❓ Nvidia Earnings: Real AI ROI? YouTube: youtu.be/Ic6OEBRItdI Apple: apple.co/4lFdw9d Spotify:

🏠 “Rate cuts ≠ housing relief.” Peter Boockvar on CNBC: Long-term rates are sticky, baby boomers aren’t selling, and builders can’t keep up. Even Berkshire’s bet on homebuilders faces a supply-demand trap. Watch Peter explain why the housing market is stuck in a catch-22.

Closing the loop on Viking strong 2026 guidance: Peter Boockvar on conundrum vexing Federal Reserve leaders regardless of its data dependency: "These cruisers (do) NOT want Fed to cut interest rates (as) they're benefiting tremendously from interest income on their savings."

The Weekly Quill — A Blighted Labor Market Calls Out to Jerome Powell Across the Tetons Sign in now to read — #federalreserve #powell #dimartinobooth #economy #interestrates #jacksonhole hubs.ly/Q03DZgNl0

"We're in a rate tweaking cycle not a rate cutting cycle," says One Point BFG Wealth Partners CIO Peter Boockvar He warns the market is not in the clear despite likely rate cuts ahead. cnbc.com/video/2025/08/…