Author: Zulfiqar
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Last One Of 2025 – 5 Things I Am Watching Today
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1. Bank of Japan Raises Rates — Carry Trades Under Pressure The Bank of Japan raised rates. Japanese 10-year bond yields are now at their highest level since 1998. All…
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Canadian Banks Are Safe — But Could 2026 Test Investors?
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No Banking Crisis in Canada—But Caution Is Required Into 2026 There is no banking crisis in Canada. Let me say this before you read anything below… Canadian banks remain well-capitalized,…
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Canadian Banks – 5 Things I Am Watching Today
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1. Silver Hits an All-Time High — Volatility Rising Silver made an all-time high, with dip buyers stepping in aggressively overnight. There’s also a lot of noise around ETF buying.…
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Oil Breakdown – 5 Things I Am Watching Today
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1. U.S. Jobs Data Confirms the Cracks We finally have official U.S. job numbers. In October, over 100K jobs were lost. In November, 64K jobs were added, versus 51K expected.…
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Market Showing Its Hands – 5 Things I Am Watching Today
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1. Inflation Surprise & Two Massive U.S. Data Days Ahead Canadian inflation came in lower than expected — a welcome data point. Tomorrow and Thursday are shaping up to be…
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Silver Price Now VS History: Warning Signs & Opportunities
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Silver: The Best Performing Asset Of 2025 Silver is hands down one of the best-performing assets of 2025. Year-to-date, at the time of writing, the gray precious metal is up…
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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…
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Silver Getting Wild – 5 Things I Am Watching Today
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1. Global PMI Wave + A Messy Jobs Week Lots of PMI data came out from all over the world. In normal times, we’d get employment data for both the…
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Market Euphoria Is Rising — Why Investor Complacency Is the Real Risk Today
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Growing Investors Complacency…Not Good A recent Wall Street Journal story highlighted something we’re seeing more and more in financial markets these days: retail traders gathering like it’s a fan convention,…
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Tech Becoming A Sitcom – 5 Things I Am Watching Today
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1. Inflation, Retail, and Housing: The Data Dump We finally got U.S. PPI and Retail Sales for September (thanks to the shutdown delay). And don’t hold your breath for October—next…