Author: Zulfiqar
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5 Things I Am Watching Today: November 21st, 2025
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
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
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
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
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
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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5 Things I Am Watching Today: November 10th, 2025
1. Shutdown Over — Let the Data Flow The U.S. government shutdown is over! Finally, we can get the official data flowing again. Top of my list: how’s the U.S.…
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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…