Category: 5 Things Daily
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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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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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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…
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5 Things I Am Watching Today: October 14th, 2025
1. Still No Data From The U.S. The shutdown continues, and with that not much economic data out of the U.S. We were supposed to get inflation data this week.…
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5 Things I Am Watching Today: October 10th, 2025 – Quick Read Edition
1. Canada Job Number Surprises Stats Canada reported addition of 60,000 jobs for the month of September and unemployment rate saying same at 7.1%. Keep in mind, expectations were close…
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5 Things I am Watching Today: October 9th, 2025
1. The AI Bubble Is Getting Louder The headlines around AI stocks and the AI sector bubble are growing bolder and louder. There’s so much noise out there. Even the…