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5 Things I am Watching Today: September 24th, 2025
1. Housing Data Takes Center Stage The biggest data point today is the new U.S. home sales report. Tomorrow brings final Q2 GDP estimates and unemployment claims, while Friday is…
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5 Things I Am Watching Today: September 23rd, 2025
1. Canadian Home Prices Keep Slipping & Key Speeches on Deck Canadian new home prices declined once again month-over-month—not shocking at all. Canadian housing market is hurting. Today we’ll also…
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5 Things I Am Watching Today: September 22nd, 2025
1. Economic Data & Central Bankers on Deck From an economic data perspective, not much is happening over the next few days. However, lots of central bankers are expected to…
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5 Things I am Watching Today: September 18th, 2025
1. Federal Reserve: “Higher for Longer” We got a 25 bps cut yesterday. I don’t know why some were calling for 50 bps. With markets at all time highs, economy…
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5 Things I Am Watching Today: September 17th, 2025
1. Big Day for Central Banks It’s the big day today… Bank of Canada (BoC) cuts rates at 10:00 a.m., followed by a press conference at 10:30 a.m. Then, the…
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5 Things I am Watching Today: September 16th, 2025
1. Inflation & Retail Data: Mixed Signals Canadian inflation headline figures came in lower-than-expected month-over-month. Nothing too shocking there. Meanwhile, U.S. retail sales beat expectations — both the headline and…

