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Metals Surge – 5 Things I Am Watching Today
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1. Canada Surprises: Building Permits Jump Canadian building permits came in higher than expected. No major data is coming from the U.S. today. Next week, we get Canadian inflation and…
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Rate Hike Or Cut – 5 Things I Am Watching Today
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1. JOLTS Report: A Quiet Alarm Bell? We get the U.S. JOLTS report today, which will provide more color on what’s happening in the U.S. jobs market. We already know…
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Job Cuts Surging In The U.S. – 5 Things I am Watching Today
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1. Job Cuts Are Surging — Another Warning Light Yesterday we got the ADP numbers, which came in way below expectations. This morning, the Challenger Job Cuts Report dropped —…
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5 Things I Am Watching Today – U.S. Job Market In Deep Trouble?
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1. ADP Rings the Alarm — Or Is It Another Head Fake? ADP job numbers came in much lower than expected. Forecast was a +7,000 job gain in November… actual?…
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Japan Bond Yields Are Surging — Is the Carry Trade at Risk Again?
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Financial World On Cusp Of Another Liquidity Trap? In early August 2024, the world’s financial markets were startled — like someone suddenly slamming a door in a quiet room. Stocks…
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Jobs Shock? 5 Things I Am Watching Today
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1. ADP Jobs Data: Tiny Estimate… Big Implications Tomorrow, we get the ADP Non-Farm Payroll report for the U.S. It’s unofficial and often very wrong compared to the official labour…

