-
5 Things I am Watching Today: July 21st, 2025
Canadians Getting Pessimistic This morning, the Bank of Canada released its Business Outlook Survey and Survey of Consumer Expectations. Businesses: They’re feeling a little less pressure. However, almost one-third of…
-
5 Things I am Watching Today: Friday, July 18th, 2025
U.S. Consumer Is Happier 1. Not too long ago, we got the preliminary reading on University of Michigan’s Consumer Sentiment – one of the top quoted sentiment consumer sentiment indicators.…
-
5 Things I am Watching Today: July 17, 2025
U.S. Consumer Is Strong? 1. This morning, we got U.S. retail sales. Headline figures were decent – up 0.6% month-over-month, and up 3.9% year-over-year. Digging in details: decent numbers too.…
-
5 Things I am Watching Today: July 16th, 2025
U.S. Producers Not Seeing As Much Inflation 1. In the U.S., while the consumer prices (CPI) has been trending up a little, inflation on producer level (PPI) isn’t showing much…
-
5 Things I am Watching Today: July 15th, 2025
Inflation In The U.S. 1. U.S. CPI rose 0.3% June, up 2.7% year-over-year. Relatively in line with what economists were predicting. Though, the rate has increased a little over the…
-
5 Things I am Watching Today: July 14th, 2025
Tariff Noise Loud Again 1. Over the last week, we learned all about how U.S. is going to be imposing tariffs on copper. Then, over the weekend we heard about…
Zulfiqar Research
No fluff market insights, real economic analysis, and overlooked opportunities—beyond the headlines, hype, and crowd.
Moe Zulfiqar
In the time of most uncertainty, you find the best opportunities at massive discount.
@moezulfi
@moezulfiqar