Author: Zulfiqar
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5 Things I Am Watching Today: November 6th, 2025 (Quick Read Edition)
1. Jobs Data Day for Canada Tomorrow’s the big one for Canada’s jobs data. Markets expect a loss of 5,000 jobs and the unemployment rate to rise to 7.2%. Anything…
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5 Things I Am Watching Today: November 5th, 2025
1. U.S. Jobs Data — But Not the Official Kind ADP jobs data suggests the U.S. added 42,000 jobs in October. Keep in mind: this number comes from a private…
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5 Things I Am Watching Today: November 3rd, 2025
1. Jobs, Jobs, Jobs This week’s biggest focus: employment data. 2. Amazon Joins the AI Gold Rush Amazon is investing $38 billion to provide computing services using Nvidia chips. If…
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5 Things I Am Watching Today: October 31st, 2025 – Spooky Edition
1. Valuations Are Getting Scary The forward 12-month P/E ratio for the S&P 500 is 22.7, well above the 5-year average of 19.9 and the 10-year average of 18.6 (FactSet).…
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5 Things I Am Watching Today: October 30th, 2025
1. U.S. & China About to Sign a Deal? Does this reduce global economic risk? Can’t stress this enough — the world continues moving in a bipolar direction. There will…
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5 Things I Am Watching Today: October 29th, 2025
1. Rate Cut Day: All Eyes on the Fed and BoC It’s rate cut day. Everyone is expecting a rate cut from both the Bank of Canada and the Federal…
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5 Things I Am Watching Today: October 28th, 2025
1. U.S. Home Prices: Cracks Are Showing We get U.S. home prices data today — and it’s showing significant deceleration. But as I’ve said before, investors are acting like nothing…
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5 Things I Am Watching Today: October 27th, 2025
1. Big Week Ahead for Interest Rates This is a big week for interest rates, so stay alert. On Wednesday morning, we get a rate announcement followed by a press…
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Have Investors Overshot on the U.S. Housing Market?
Disconnect Between Housing Stocks And U.S. Housing Marke Is Uncanny When you look at the data, it’s hard not to notice the disconnect. Homebuilder sentiment is in the gutter. Home-price…
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5 Things I Am Watching Today: October 24th, 2025
1. U.S. Inflation Cools — Is the Fed Finally Cutting? We finally have some data on the U.S. economy. The Bureau of Labor Statistics reported CPI figures for September, and…
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Everyone’s Bullish on Gold Prices – Time For Reality Check
A Day Gold Bugs Won’t Forget October 21st, 2025, will probably go down in history as a day gold bugs remember for a long time. Why? Because gold prices witnessed…
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5 Things I Am Watching Today: October 23rd, 2025 – Quick Read Edition
1. Canadian Retail Sales Slip Again Advance estimates show Canadian retail sales dropped 0.7% in September, after rising 1% in August and falling 0.7% in July. With the U.S. government…
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5 Things I Am Watching Today: October 22nd, 2025
1. Gold and Silver Carnage: Panic Selling Hits Precious Metals What happened in gold and silver yesterday was pure carnage. I watched the charts all day — it was relentless…
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5 Things I Am Watching Today: October 21st, 2025
1. Canadian Inflation Heats Up Again Canadian inflation came in hotter than expected. Stats Canada said the Consumer Price Index (CPI) increased 2.4% year-over-year in September, up from 1.9% in…
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5 Things I Am Watching Today: October 15th, 2025
1. Canadian Manufacturing Sales Fall Sales at Canadian manufacturers 1.0% month-over-month, better than expected. Sales at wholesalers fell 1.2% month-over-month, and this was in line with the expectations. For the…