Author: Zulfiqar
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5 Things I am Watching Today: August 12th, 2025
1. U.S. Consumer Inflation Comes in Line — But the Story Isn’t Over U.S. consumer inflation came in line with expectations on a month-over-month basis, while the year-over-year rate came…
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5 Things I am Watching Today: August 7th, 2025
1. Bank of England Cuts Rates – But There’s A Bigger Story Here Bank of England cut its benchmark rate by 25 basis points, as expected. What’s interesting is the…
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5 Things I am Watching Today: August 5th, 2025
1. Economic Data: Job Revisions, Housing Softness & What’s Next There’s a lot happening in the U.S. economy, but just as much noise. Last week’s jobs numbers weren’t great, but…
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Steady Beats Flashy: The Power of Consistent Portfolio Returns
The Illusion of High Average Returns When I first started investing, like many others, I wanted to hit home runs. I’d aim for portfolio gains far above and, in some…
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5 Things I am Watching Today: July 31, 2025
1. Copper’s Wild Ride – Key Levels Breaking Wow, this move in copper is huge. This comes right after Trump said tariffs will only apply to certain products. Up until…
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5 Things I am Watching Today: July 30th, 2025
1. BANK OF CANADA – NO CUT EXPECTED There’s virtually zero chance the BoC cuts rates today. This comes at a time when the Canadian economy is clearly struggling. Why…
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5 Things I am Watching Today: July 28th, 2025
Key Week for Markets 1. This is probably one of the most important weeks of the summer. There’s a lot happening and plenty of market‑moving data ahead. The U.S. has…
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5 Things I am Watching Today: July 25th, 2025
Canadian Consumers Speaking With Their Loonies 1. Canadian retail sales dropped 1.1% in May compared to April (reported on July 24th). Early estimates for June suggest an increase—for now—but that’s…
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5 Things I am Watching Today: July 23rd, 2025.
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
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
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
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
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
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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5 Things I am Watching Today: July 15th, 2025
Inflation In The U.S. 1. U.S. CPI rose 0.3% June, up 2.7% year-over-year. Relatively in line with what economists were predicting. Though, the rate has increased a little over the…