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5 Things I Am Watching Today: November 21st, 2025
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1. Canadian Retail Sales: The Headline Beat Isn’t the Real Story Canadian retail sales came in better than expected. Great, right?! Not really. The deeper you go into the report,…
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5 Things I Am Watching Today: November 20th, 2025
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1. Strong Jobs Number… But a Weak Underbelly The U.S. reported 119K jobs for September — much higher than expected and closer to the trend we’ve been seeing. Great, right?…
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5 Things I Am Watching Today: Wednesday, November 19th, 2025
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1. Jobs Data: The Quiet Storm Brewing Tomorrow, we get U.S. unemployment data for September. Remember: due to the government shutdown, not much official data came out. Expectations are for…
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5 Things I Am Watching Today: November 14th, 2025
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1. AI Optimism… But What About GPU Shelf Life? JPMorgan says “AI isn’t a bubble but rather an opportunity.” (Source) Ron Barron is also calling the tech sell-off a buying…
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5 Things I Am Watching Today: November 13th, 2025
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1. U.S. shutdown — done and dusted Shutdown is over! Finally, we’ll start getting some real data again. But here’s the catch — October inflation and job numbers might never…
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5 Things I Am Watching Today: Tuesday, November 11th, 2025
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1. Remembrance Day in Canada, Veterans Day in the U.S. Today is Remembrance Day in Canada and Veterans Day in the U.S. Banks are closed, and we’ll likely see low…
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