Category: 5 Things Daily
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Space Stocks To The Moon? – 5 Things I Am Watching Today
1. Iran Ceasefire Extended — But The Strait of Hormuz Is Still Basically Shut Trump extended the ceasefire with Iran, pointing to a “seriously fractured” Tehran leadership and saying he’s…
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Real Estate Woes – 5 Things I Am Watching Today
1. U.S. Retail Sales Look Good… For Now? March retail sales for the U.S. were reported this morning – headline figure up 1.7% and core retail sales ere up 1.9%…
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Steaks Are High – 5 Things I Am Watching Today
1. Canada CPI Comes In Higher — And It’s Getting Complicated Canada’s March inflation number just landed this morning: 2.4% year over year, up sharply from 1.8% in February, but…
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All-Time Highs – 5 Things I Am Watching Today
1. S&P 500 Printing A New High Markets are ripping this morning on hopes the US–Iran ceasefire holds and the Strait of Hormuz opens up. Trump posted on Truth Social…
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The $25,000 Rule Is Gone – 5 Things I Am Watching Today
1. Banks Beat, S&P Back Near Highs — Is the Market Getting Ahead of Itself? Bank of America posted EPS of $1.11 vs. $1.01 expected. Morgan Stanley came in at…
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Carney’s Majority, Earnings & Inflation– 5 Things I Am Watching Today
1. PPI Day: The Inflation Data Is In — And the Fed Has No Easy Outs The March Producer Price Index dropped this morning and came in lower than expected.…
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Stagflation Knocking – 5 Things I Am Watching Today
1. Hot Data, Fed Chatter — Watch the Narrative March CPI landed at 3.3% year-over-year last Friday — up hard from 2.4% in February — with a monthly print of…
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Ceasefire Or Chaos? – 5 Things I Am Watching Today
1. Oil: The Biggest One-Day Drop in Years — and It’s Already Reversing Oil had one of the biggest down days in recent years, with WTI closing at $96.50 per…
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$117 To $92 Oil – 5 Things I Am Watching Today
1. Oil Plummets As I write this, WTI crude has cratered from around $117 to around $92.50 — a 21% drop after Iran agreed to allow safe passage through the…
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Countdown to 8:30PM: Oil Spikes as Geopolitical Risk Explodes
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
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
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
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
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
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…