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Sticky Inflation – 5 Things I Am Watching Today
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1. Inflation Bites Back — PPI Blows Up the Fed Cut Trade January U.S. PPI just hit and it’s ugly. Headline 0.5% MoM — nearly double the 0.3% expected. That’s…
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Potential War? 5 Things I Am Watching Today
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1. Economic Data — Tariffs Are Back, Messier Than Before Slow data day, but the macro backdrop is anything but quiet. The Supreme Court struck down Trump’s emergency tariffs last…
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Rejection – 5 Things I Am Watching Today
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1. Housing Cooling, Fed Speak & Trade Watch U.S. home prices continue to cool a little bit — data confirmed that again this morning. It’s not a collapse situation, but…
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Trump Is Curious – 5 Things I Am Watching Today
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1. Slow Data Week – Watch the Narrative It’s a relatively slow data week for the U.S. and Canada. However, we do get to hear from a bunch of Federal…
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Private Credit: 5 Things I Am Watching Today
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1. Canadian Data: Retail Sales, Sentiment & Inflation Pressures Canadian retail sales dropped 0.4% in December. They were up just 0.1% in Q4 2025. Looking at early estimates for January…
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War Is Imminent? 5 Things I Am Watching Today
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1. Canadian Housing Softness + More Canadian new home prices registered another month-over-month decline. Not shocking at all, really. Tomorrow, we get Canadian retail sales. On the U.S. side tomorrow,…
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