DATA REACTION
Peter Boockvar
Bleakley Financial. Rapid-fire data reaction: inflation, credit and commodities.
VIEWS 2
LAST PUBLISHED 1D AGO
Catch-Up
Boockvar flags a near-term Bank of Japan rate hike as increasingly plausible, potentially as soon as September or October. He also argues inflation pressure should not be judged solely through CPI: producer-cost strain remains relevant even where firms lack the pricing power to pass it on.
At Generation 1 Higher · 0 Neutral · 1 Tighter
Mix By Horizon
1 Week
0 BULL 0 NEUT 0 BEAR
1 Month
1 BULL 0 NEUT 1 BEAR
1 Year
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New Views
Fed Policy
TIGHTER
Bank of Japan likely has political clearance for a near-term rate hike, with the next move potentially arriving in September or October. MonthHeld
Inflation
HIGHER
Inflation remains broader than CPI alone because higher producer costs still exist even when companies cannot pass them through to consumers. MonthA daily catch-up of talking heads, in fifteen minutes.
Current Views
ANALYSTDIRECTIONTOPICSUMMARYHORIZONFRESH
Peter Boockvar DATA REACTION TIGHTER Strong
Fed Policy Bank of Japan likely has political clearance for a near-term rate hike, with the next move potentially arriving in September or October. DIRECTION ONLY
Month 1dBank of Japan likely has political clearance for a near-term rate hike, with the next move potentially arriving in September or October.
Peter Boockvar DATA REACTION HIGHER Moderate
Inflation Inflation remains broader than CPI alone because higher producer costs still exist even when companies cannot pass them through to consumers. DIRECTION ONLY
Month 2dInflation remains broader than CPI alone because higher producer costs still exist even when companies cannot pass them through to consumers.
Wordcloud
Direction By Day
| 01 AUG | 02 AUG | 03 AUG | 04 AUG | 05 AUG | 06 AUG | 07 AUG | 08 AUG | 09 AUG | 10 AUG | 11 AUG | 12 AUG | 13 AUG | 14 AUG | |
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| Fed Policy | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| Inflation | · | · | · | · | · | · | · | · | · | · | · | · | ▲ | ▲ |
Sentiment Heatmap
| 01 AUG | 02 AUG | 03 AUG | 04 AUG | 05 AUG | 06 AUG | 07 AUG | 08 AUG | 09 AUG | 10 AUG | 11 AUG | 12 AUG | 13 AUG | 14 AUG | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fed Policy | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| Inflation | · | · | · | · | · | · | · | · | · | · | · | · | ▲ | ▲ |
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