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There’s More Happening – 5 Things I Am Watching Today
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1. Market Not Calibrated for Escalation Everything remains fluid, but the market is not calibrated for this escalation of war. Everyone had assumed that it would be like Venezuela, and…
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Everything Is Fluid – 5 Things I Am Watching Today
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1. Middle East Flashpoint: War on Iran Escalates This is escalating. The U.K. and France are apparently talking about joining to “protect.” U.S. bases in Gulf countries are constantly under…
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Sticky Inflation – 5 Things I Am Watching Today
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1. Inflation Bites Back — PPI Blows Up the Fed Cut Trade January U.S. PPI just hit and it’s ugly. Headline 0.5% MoM — nearly double the 0.3% expected. That’s…
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Potential War? 5 Things I Am Watching Today
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1. Economic Data — Tariffs Are Back, Messier Than Before Slow data day, but the macro backdrop is anything but quiet. The Supreme Court struck down Trump’s emergency tariffs last…
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Rejection – 5 Things I Am Watching Today
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1. Housing Cooling, Fed Speak & Trade Watch U.S. home prices continue to cool a little bit — data confirmed that again this morning. It’s not a collapse situation, but…
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Trump Is Curious – 5 Things I Am Watching Today
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1. Slow Data Week – Watch the Narrative It’s a relatively slow data week for the U.S. and Canada. However, we do get to hear from a bunch of Federal…
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Moe Zulfiqar
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