STOCKS

Peter Boockvar

CIO,

One Point BFG Wealth Partners

About Peter

Peter Boockvar is the chief investment officer at One Point BFG Wealth Partners. He is also the editor of The Boock Report, a macro market newsletter. Prior to joining Bleakley, he was the chief market analyst at The Lindsey Group, a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. Before this, Mr. Boockvar worked as a macro analyst and portfolio manager for a brief time at Omega Advisors and had previously been a partner at Miller Tabak + Company where he was the equity strategist and a portfolio manager.

Peter's Articles

View All Articles

Yields: Do NOT Ignore What's Happening in Japan (or the US)

Another global rise in interest rates, but do stocks now finally “care?” I think it’s for sure gaining more attention – and 5% for the US 10-Year Treasury Yield is the level I have major eyes on. We touched it for a day back in October 2023, highlights Peter Boockvar, editor of The Boock Report.

Peter Boockvar

BONDS

Tickers: TLT, TNX, IEF

Housing: Starts Stumble as Affordability Crisis Rolls On

Housing starts in July came in well below expectations, as single family starts dropped a sharp 89,000 month-over-month to just 808,000. That is the least amount of starts since late 2022. The figure reflects the affordability challenges we’re all well aware of, suggests Peter Boockvar, editor of The Boock Report.

Peter Boockvar

REAL ESTATE

Tickers: ITB, XHB

Japanese Yen: US Intervened to Keep Treasuries on Track

It seems the only reason why the US Treasury and Scott Bessent are getting involved in defending the yen is because they don’t want US Treasuries to be a source of funds for the Japanese. But the historical evidence is clear that intervention is only a very temporary salve, writes Peter Boockvar, editor of The Boock Report.

Peter Boockvar

FOREX

Tickers: UUP, FXY

AI Stocks: Watch the Threat Coming from China

My friend Louis Gave likes to say, “When China walks into the room, profits walk out the door.” The country continues to raise its game when it comes to AI models and to remind again, CXMT just went public in Shanghai, notes Peter Boockvar, editor of The Boock Report.

Peter Boockvar

COMMODITIES

Tickers: AIQ, FXI, QQQ

Peter's Videos

Fireside Chat with Peter Boockvar

Enjoy a deep-dive discussion of the big-picture market drivers in Q2 – and the rest of 2026. Peter will walk you through what he expects on the economic growth, inflation, and monetary policy fronts. Plus, he’ll explain how to adapt to geopolitical developments like the Middle East conflict…and potential future flashpoints. It’s timely, actionable, in-depth education – so don’t miss this fantastic fireside chat!

Peter Boockvar

GLOBAL

29:51