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5 Things I Am Watching Today: November 24th, 2025
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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
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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
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on
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
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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
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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
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on
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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