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Japan Bond Yields Are Surging — Is the Carry Trade at Risk Again?
Financial World On Cusp Of Another Liquidity Trap? In early August 2024, the world’s financial markets were startled — like someone suddenly slamming a door in a quiet room. Stocks…
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Jobs Shock? 5 Things I Am Watching Today
1. ADP Jobs Data: Tiny Estimate… Big Implications Tomorrow, we get the ADP Non-Farm Payroll report for the U.S. It’s unofficial and often very wrong compared to the official labour…
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Silver Getting Wild – 5 Things I Am Watching Today
1. Global PMI Wave + A Messy Jobs Week Lots of PMI data came out from all over the world. In normal times, we’d get employment data for both the…
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Market Euphoria Is Rising — Why Investor Complacency Is the Real Risk Today
Growing Investors Complacency…Not Good A recent Wall Street Journal story highlighted something we’re seeing more and more in financial markets these days: retail traders gathering like it’s a fan convention,…
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Tech Becoming A Sitcom – 5 Things I Am Watching Today
1. Inflation, Retail, and Housing: The Data Dump We finally got U.S. PPI and Retail Sales for September (thanks to the shutdown delay). And don’t hold your breath for October—next…
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Why $91 Silver Isn’t Crazy—It’s Just the Ratio Talking
Gold-to-Silver Ratio Flashing Green For Silver? If you’re tracking silver prices and wondering how far they can realistically go, there’s one classic tool you need in your back pocket: the…
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5 Things I Am Watching Today: November 24th, 2025
1. U.S. Data Dump Coming: Retail + Housing Heat Check Not much economic data today, but tomorrow we get U.S. retail sales— delayed due to the U.S. government shutdown —…
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The U.S. Consumer Is Cracking – And Data Is Screaming It
Headlines Can Lie—Data Doesn’t The headlines will tell you everything is fine, but the data is quietly screaming a different story: the U.S. consumer is cracking. You can spin narratives,…
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5 Things I Am Watching Today: November 21st, 2025
1. Canadian Retail Sales: The Headline Beat Isn’t the Real Story Canadian retail sales came in better than expected. Great, right?! Not really. The deeper you go into the report,…
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5 Things I Am Watching Today: November 20th, 2025
1. Strong Jobs Number… But a Weak Underbelly The U.S. reported 119K jobs for September — much higher than expected and closer to the trend we’ve been seeing. Great, right?…
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5 Things I Am Watching Today: Wednesday, November 19th, 2025
1. Jobs Data: The Quiet Storm Brewing Tomorrow, we get U.S. unemployment data for September. Remember: due to the government shutdown, not much official data came out. Expectations are for…
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5 Things I Am Watching Today: November 14th, 2025
1. AI Optimism… But What About GPU Shelf Life? JPMorgan says “AI isn’t a bubble but rather an opportunity.” (Source) Ron Barron is also calling the tech sell-off a buying…
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5 Things I Am Watching Today: November 13th, 2025
1. U.S. shutdown — done and dusted Shutdown is over! Finally, we’ll start getting some real data again. But here’s the catch — October inflation and job numbers might never…
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5 Things I Am Watching Today: Tuesday, November 11th, 2025
1. Remembrance Day in Canada, Veterans Day in the U.S. Today is Remembrance Day in Canada and Veterans Day in the U.S. Banks are closed, and we’ll likely see low…
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5 Things I Am Watching Today: November 10th, 2025
1. Shutdown Over — Let the Data Flow The U.S. government shutdown is over! Finally, we can get the official data flowing again. Top of my list: how’s the U.S.…
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Moe Zulfiqar
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