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5 Things I Am Watching Today: November 10th, 2025
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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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5 Things I Am Watching Today: November 6th, 2025 (Quick Read Edition)
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1. Jobs Data Day for Canada Tomorrow’s the big one for Canada’s jobs data. Markets expect a loss of 5,000 jobs and the unemployment rate to rise to 7.2%. Anything…
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5 Things I Am Watching Today: November 5th, 2025
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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
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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
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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
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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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