Author: Zulfiqar
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5 Things I Am Watching Today: September 17th, 2025
1. Big Day for Central Banks It’s the big day today… Bank of Canada (BoC) cuts rates at 10:00 a.m., followed by a press conference at 10:30 a.m. Then, the…
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5 Things I am Watching Today: September 16th, 2025
1. Inflation & Retail Data: Mixed Signals Canadian inflation headline figures came in lower-than-expected month-over-month. Nothing too shocking there. Meanwhile, U.S. retail sales beat expectations — both the headline and…
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5 Things I am Watching Today: September 15th, 2025
1. Interest Rate Decisions This Week This is a very busy and important week when it comes to interest rates. On Wednesday, we get rate decisions from the Federal Reserve…
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5 Things I am Watching Today: September 11th, 2025
1. CPI Comes in Cooler — Market Back on the Fed-Cut Train Good news: the CPI came in not too hot. This is a win. Why? Because the economy is…
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5 Things I Am Watching Today: September 10th, 2025
1. Producer Price Index (PPI) Came in Lower Than Expected The Producer Price Index (PPI) came in lower than expected today, which is a good sign on the surface. But…
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Central Banks Buying Gold For 15 Years – Why It Matters
CBDCs, Stablecoins, and Bitcoin: The Noise vs. Reality You’ve probably heard all about CBDCs (Central Bank Digital Currencies). Social media is buzzing, and depending on who you listen to, you’re…
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5 Things I Am Watching Today: August 28th, 2025
1. U.S. Economy & The Fed U.S. GDP came in better than expected, and unemployment claims were a little lower than forecasts. On the surface, the U.S. economy looks like…
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5 Things I am Watching Today: August 27th, 2025
1. Big Data Week Ahead Relatively light data the past few days.But, we get U.S. GDP tomorrow and then PCE Index + Consumer Sentiment on Friday.Also, pending home sales for…
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5 Things I am Watching Today: August 25th, 2025
1. Canada’s Economy: Stability or Just Dreadful Growth? Here’s my thesis on the Canadian economy, just so we’re very clear.The economy is going through the worst of it now, and…
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5 Things I am Watching Today: August 22nd, 2025
1. Canadian Retail Sales: A Big Jump? Canadian retail sales report a big jump in June. Woohoo! Canadians are back in business?Oh wait, June sales actually dropped according to early…
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5 Things I am Watching Today: August 21st, 2025
1. Economic Data… Canadian PPI – inflation at producer level comes in hotter than expected. But, nothing insane on the surface to say the least. Raw material prices up 0.8%…
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5 Things I am Watching Today: August 20th, 2025
1. Canadian Housing: New Home Prices Drop New home prices are down in Canada… *acts surprised*Not much data out of Canada or the U.S. today.However, a bunch of Fed officials…
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5 Things I am Watching Today: August 19th, 2025
1. Canadian Inflation Numbers – As Expected In July, inflation came in at 1.7% year-over-year, down from 1.9% in June. For those looking for an interest rate cut, you can…
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5 Things I Am Watching Today: August 18th, 2025
1. Lots Of Data for Canada This Week Canadian housing starts jumped. Foreign investors bought $709 million worth of Canadian securities – the first inflow since January. However, Canadian investors…