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5 Things I am Watching Today: September 29th, 2025
1. Big Week for U.S. Jobs Data — Watch the Trend, Not Just the Number Relatively light data today, but it’s an important week overall. One thing worth watching: U.S.…
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5 Things I Am Watching Today: September 26th, 2025
1. Canada’s GDP Shows First Growth in Four Months Canadian GDP for July rose 0.2%, beating expectations after a 0.1% decline in June. This is the first monthly gain in…
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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…
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5 Things I am Watching Today: September 15th, 2025
1. Interest Rate Decisions This Week This is a very busy and important week when it comes to interest rates. On Wednesday, we get rate decisions from the Federal Reserve…
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5 Things I am Watching Today: September 11th, 2025
1. CPI Comes in Cooler — Market Back on the Fed-Cut Train Good news: the CPI came in not too hot. This is a win. Why? Because the economy is…
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5 Things I Am Watching Today: September 10th, 2025
1. Producer Price Index (PPI) Came in Lower Than Expected The Producer Price Index (PPI) came in lower than expected today, which is a good sign on the surface. But…
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Central Banks Buying Gold For 15 Years – Why It Matters
CBDCs, Stablecoins, and Bitcoin: The Noise vs. Reality You’ve probably heard all about CBDCs (Central Bank Digital Currencies). Social media is buzzing, and depending on who you listen to, you’re…
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5 Things I Am Watching Today: August 28th, 2025
1. U.S. Economy & The Fed U.S. GDP came in better than expected, and unemployment claims were a little lower than forecasts. On the surface, the U.S. economy looks like…
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Moe Zulfiqar
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