Category: 5 Things Daily
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Rejection – 5 Things I Am Watching Today
1. Housing Cooling, Fed Speak & Trade Watch U.S. home prices continue to cool a little bit — data confirmed that again this morning. It’s not a collapse situation, but…
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Trump Is Curious – 5 Things I Am Watching Today
1. Slow Data Week – Watch the Narrative It’s a relatively slow data week for the U.S. and Canada. However, we do get to hear from a bunch of Federal…
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Private Credit: 5 Things I Am Watching Today
1. Canadian Data: Retail Sales, Sentiment & Inflation Pressures Canadian retail sales dropped 0.4% in December. They were up just 0.1% in Q4 2025. Looking at early estimates for January…
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War Is Imminent? 5 Things I Am Watching Today
1. Canadian Housing Softness + More Canadian new home prices registered another month-over-month decline. Not shocking at all, really. Tomorrow, we get Canadian retail sales. On the U.S. side tomorrow,…
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Panic In Metals – 5 Things I Am Watching Today
1. Metal Meltdown: Panic or Opportunity? As I write this, silver is down 15%, and gold is down 6%. The moves we’re seeing in the metals are roughly twice the…
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Central Banks – 5 Things I Am Watching Today
1. Fed Day: Rates, Powell, and the Economy It’s Fed Day. At 2:00 PM, we find out whether the Federal Reserve changes interest rates or not (likely unchanged). There’s also…
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Strait Of Hormuz – 5 Things I Am Watching Today
1. Silver getting frothy As I write this, silver is trading around $99.57, uncomfortably close to $100 an ounce. Silver has had an incredible run. Anyone who’s been following me…
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Sell America? 5 Things I Am Watching Today
1. U.S. Data Is Light. Noise Is Not There’s not much on the U.S. economic calendar today—pending home sales and construction spending—but the headline risk is loud. President Trump is…
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S&P 500 At Key Level – 5 Things I Am Watching Today
1. Canada: CPI is cooling — but don’t get too comfortable Canadian CPI was released yesterday. Inflation came in at 2.1% for 2025, down from 2.4% in 2024 — the…
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Oil Sellers – 5 Things I Am Watching Today
1. Silver Is Getting Crowded Silver trading ranges are getting wild. Volatility is rising fast, and many new buyers who’ve never looked at silver before are now jumping in. That…
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Fire Sale – 5 Things I Am Watching Today
1. Silver: Volatility Is the Real Position It is very important to understand that silver is volatile — average daily ranges are now 5–7%, and this shouldn’t be taken lightly.…
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Inflation & Silver – 5 Things I Am Watching Today
1. Inflation Cools, But the Pressure Isn’t Gone We now have some insight into U.S. consumer inflation. In December, the headline CPI came in at 2.7% year-over-year, in line with…
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Job Market Data – 5 Things I Am Watching Today
1. U.S. Jobs Are Rolling Over We just got more confirmation that the U.S. job market is starting to turn — and the trend is getting worse. Only 50,000 jobs…
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Volatility In Silver – 5 Things I Am Watching Today
1. Silver: Too Much Noise, Too Much Volatility There’s a lot of noise around silver right now. Noise about rebalancing, noise around ETF selling, noise about India buying, China margins,…
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Euphoria – 5 Things I Am Watching Today
1. U.S. Jobs Data Is Cracking The ADP report says the U.S. added just 41,000 jobs. The JOLTS report came in lower than expected, with 7.15 million job openings —…