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Hot Inflation, Hotter Copper – 5 Things I Am Watching Today
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1. CPI and PPI Both Came In Hot — The Fed Is Backed Into a Corner Yesterday, April CPI hit 3.8% year-over-year — highest since May 2023. Then PPI came…
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Inflation To Get Hotter? – 5 Things I Am Watching Today
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on
1. Hot CPI In April: Can It Get Hotter? April U.S. CPI just landed at 3.8% year-over-year — a tick above the 3.7% expected and the hottest read since May…
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Hottest Stocks In Town – 5 Things I Am Watching Today
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on
1. Does Data Matter Anymore? If you are a data watcher, you know past two months have been mixed when it comes to data. The U.S.-Iran war impact never really…
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Controversial Take – 5 Things I Am Watching Today
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on
1. Iran, Hormuz, and the $100 Oil Question Trump launched “Project Freedom” over the weekend — the U.S. military escorting stranded civilian ships through the Strait of Hormuz — in…
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Rates + 80-Second Earnings – 5 Things I Am Watching Today
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on
1. Fed Day: Powell’s Last Stand The Fed announces its rate decision at 2pm today, and nobody thinks they are moving — markets are priced for a hold at 3.5%–3.75%.…
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Triple Digit Oil Again – 5 Things I Am Watching Today
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on
1. The Fed, the Bank of Canada, GDP — Data Heavy Week The Fed kicks off its two-day FOMC meeting today, with a decision on Wednesday —nearly everyone expects a…
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Moe Zulfiqar
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