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Peace Deal, BoJ Risk, Gold- 5 Things I Am Watching Today
1. Peace Deal Sends Oil Tumbling The United States and Iran have agreed to a peace deal, with the official signing expected to happen on Friday. There still aren’t many…
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SpaceX IPO Frenzy – 5 Things I Am Watching Today
1. It’s SpaceX IPO Day: Don’t Get Lost in the Noise It’s SpaceX IPO day. There’s so much noise surrounding it that it’s honestly a little scary. Don’t forget Peter…
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There’s Finite Money- 5 Things I Am Watching Today
1. Tomorrow Is the Real Market Test There isn’t much market-moving data today aside from U.S. Existing Home Sales. Recently, we’ve learned that sellers have been pulling listings from the…
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Black Monday Fears – 5 Things I Am Watching Today
1. Black Monday or Just a Healthy Pullback? Friday was a very rough day for the stock market. More specifically, it was rough for the hottest stocks in town—semiconductors, chips,…
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Bubbles But No One Cares- 5 Things I Am Watching Today
1. Bubble Warning: All the Signs ARE There At Zulfiqar Research, we define a bubble as a period of rapid price increases, extreme expectations, soaring valuations, significant bullish sentiment, and…
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Entering Euphoria – 5 Things I Am Watching Today
1. Euphoria Alert: Nvidia’s CEO Just Picked the Next Trillion-Dollar Company Nvidia’s CEO, Jensen Huang, called Marvell Technology the next trillion-dollar company. As we write this, MRVL stock is up…
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Recession & Record Highs – 5 Things I Am Watching Today
1. Recession, Inflation, and a Critical Jobs Report Ahead Not much data is due today, but there are a few things we know from last week heading into this week.…
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Extreme Expectations – 5 Things I Am Watching Today
1. The Strait of Hormuz Is…Still Closed Oil was supposed to drop this morning as Trump spent the weekend telling anyone who’d listen that a US-Iran deal was “largely negotiated”…
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Hot Inflation, Hotter Copper – 5 Things I Am Watching Today
1. CPI and PPI Both Came In Hot — The Fed Is Backed Into a Corner Yesterday, April CPI hit 3.8% year-over-year — highest since May 2023. Then PPI came…
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Inflation To Get Hotter? – 5 Things I Am Watching Today
1. Hot CPI In April: Can It Get Hotter? April U.S. CPI just landed at 3.8% year-over-year — a tick above the 3.7% expected and the hottest read since May…
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Hottest Stocks In Town – 5 Things I Am Watching Today
1. Does Data Matter Anymore? If you are a data watcher, you know past two months have been mixed when it comes to data. The U.S.-Iran war impact never really…
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Controversial Take – 5 Things I Am Watching Today
1. Iran, Hormuz, and the $100 Oil Question Trump launched “Project Freedom” over the weekend — the U.S. military escorting stranded civilian ships through the Strait of Hormuz — in…
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Rates + 80-Second Earnings – 5 Things I Am Watching Today
1. Fed Day: Powell’s Last Stand The Fed announces its rate decision at 2pm today, and nobody thinks they are moving — markets are priced for a hold at 3.5%–3.75%.…
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Triple Digit Oil Again – 5 Things I Am Watching Today
1. The Fed, the Bank of Canada, GDP — Data Heavy Week The Fed kicks off its two-day FOMC meeting today, with a decision on Wednesday —nearly everyone expects a…
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Space Stocks To The Moon? – 5 Things I Am Watching Today
1. Iran Ceasefire Extended — But The Strait of Hormuz Is Still Basically Shut Trump extended the ceasefire with Iran, pointing to a “seriously fractured” Tehran leadership and saying he’s…
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Moe Zulfiqar
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