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5 Things I am Watching Today: July 23rd, 2025.
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on
Trump Makes a Deal With Japan 1. The Trump administration has signed a trade deal with Japan. As part of the deal, Japan will pay a 15% reciprocal tariff and…
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5 Things I am Watching Today: July 22nd, 2025
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on
Meme Stock Frenzy Is Back? 1. Who remembers that $GME frenzy? Wild swings, so much talk about stock doubling, going to the moon, diamond hands and so on. Well, it…
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5 Things I am Watching Today: July 21st, 2025
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Canadians Getting Pessimistic This morning, the Bank of Canada released its Business Outlook Survey and Survey of Consumer Expectations. Businesses: They’re feeling a little less pressure. However, almost one-third of…
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5 Things I am Watching Today: Friday, July 18th, 2025
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U.S. Consumer Is Happier 1. Not too long ago, we got the preliminary reading on University of Michigan’s Consumer Sentiment – one of the top quoted sentiment consumer sentiment indicators.…
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5 Things I am Watching Today: July 17, 2025
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on
U.S. Consumer Is Strong? 1. This morning, we got U.S. retail sales. Headline figures were decent – up 0.6% month-over-month, and up 3.9% year-over-year. Digging in details: decent numbers too.…
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5 Things I am Watching Today: July 16th, 2025
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on
U.S. Producers Not Seeing As Much Inflation 1. In the U.S., while the consumer prices (CPI) has been trending up a little, inflation on producer level (PPI) isn’t showing much…
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