Category: 5 Things Daily
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Countdown to 8:30PM: Oil Spikes as Geopolitical Risk Explodes
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on
It’s 8:30 AM EST, and President Trump posted a few minutes ago on Truth Social that: “A whole civilization will die tonight, never to be brought back again…” Over the…
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“Higher For Longer” Reloaded – 5 Things I Am Watching Today
Written by
on
1. Oil: Trump Just Lit the Match Again Oil is surging this morning — Brent just crossed $109 a barrel and WTI is trading around $111 — after President Trump’s…
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Deflation A Possibility? – 5 Things I Am Watching Today
Written by
on
1. Oil: Trump Signals Peace — Don’t Relax Yet The WSJ reported overnight that Trump told aides he’s willing to end the US military campaign against Iran — even if…
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Scary Tale From Bonds – 5 Things I Am Watching Today
Written by
on
1. Oil Over $100 — Worse Is Yet To Come? WTI is at $101 as I write this, up again this morning. The Strait of Hormuz has been closed since…
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Gold’s Wild Move – 5 Things I Am Watching Today
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on
1. Wild Trip In Gold – Is It Over? Gold made a high of $5,608 on January 30th and made a low of $4,098 on March 23rd. This is $1,510…
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Stocks Look Concerned – 5 Things I Am Watching Today
Written by
on
1. No Iran Deal, The Best Deal Maker Can’t Make A Deal, And Oil Knows It WTI crude is up nearly 4% this morning, pushing past $93 — Brent is…
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Peace Or Market Manipulations? 5 Things I Am Watching Today
Written by
on
1. Oil’s Wild Ride: Don’t Confuse a Bounce With a Bottom As I write this, Brent crude is hovering near $99 and WTI is in the high $80s, trying to…
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Don’t Buy The Peace Rumor? 5 Things I Am Watching Today
Written by
on
1. Oil Snaps Back — Iran Says No Deal Yesterday almost felt like a relief valve. And Hey! The market showed its hands too…in case peace talks are happening for…
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War, Oil, Whiplash – 5 Things I Am Watching Today
Written by
on
1. The Iran Story Is Moving Fast — Don’t Get Caught on the Wrong Side of It Trump posted over the weekend that he’d had “productive conversations” with Iran and…
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Metals Plummeting – 5 Things I Am Watching Today
Written by
on
1. The Fed Held — But the Message Hit Like a Punch in the Face The Fed kept rates at 3.5–3.75% for the second straight meeting. No surprise there. But…
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Fed Day + More Escalation – 5 Things I Am Watching Today
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on
1. Fed Day: The Dot Plot Is What I Care About The Fed is expected to hold rates today at 3.5%–3.75% — that part’s a lock. What actually matters is…
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Tremors – 5 Things I Am Watching Today
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on
1. Canada Surprises: Cool Inflation, Hot Housing Canadian CPI came in across the board lower than expected. Headline inflation in February was 1.8% year-over-year. Canadian housing starts also came in…
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Canadian Job Loss – 5 Things I Am Watching Today
Written by
on
1. Oil Blinks — But Don’t Relax WTI is down about 1.5% this morning, pulling back below $94 after Trump quietly removed sanctions on Russian oil to help ease supply.…
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Oil Shock Gets Worse – 5 Things I Am Watching Today
Written by
on
1. It’s Beyond The Strait Now WTI crude is past $103 a barrel as I write this — with a trading range today already spanning $96 to $119. The Iran…
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Job Shock & Oil – 5 Things I Am Watching Today
Written by
on
1. The Jobs Report: Not a Miss, a Reversal The February jobs report dropped this morning and it’s ugly. The U.S. economy shed 92,000 jobs — the forecast was a…