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Iran Now A Tested Major Regional Power – 5 Things I Am Watching Today
1. The Fed Didn’t Move Rates, But the Message Changed The Federal Reserve didn’t cut rates or raise rates yesterday. However, there was one key takeaway: the next move could…
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The Yen Problem – 5 Things I Am Watching Today
1. The Bank of Japan Just Raised Rates—Now the Real Story Begins The Bank of Japan (BoJ) raised interest rates, exactly as markets expected. Now, things get more interesting… The…
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Peace Deal, BoJ Risk, Gold- 5 Things I Am Watching Today
1. Peace Deal Sends Oil Tumbling The United States and Iran have agreed to a peace deal, with the official signing expected to happen on Friday. There still aren’t many…
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SpaceX IPO Frenzy – 5 Things I Am Watching Today
1. It’s SpaceX IPO Day: Don’t Get Lost in the Noise It’s SpaceX IPO day. There’s so much noise surrounding it that it’s honestly a little scary. Don’t forget Peter…
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There’s Finite Money- 5 Things I Am Watching Today
1. Tomorrow Is the Real Market Test There isn’t much market-moving data today aside from U.S. Existing Home Sales. Recently, we’ve learned that sellers have been pulling listings from the…
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Black Monday Fears – 5 Things I Am Watching Today
1. Black Monday or Just a Healthy Pullback? Friday was a very rough day for the stock market. More specifically, it was rough for the hottest stocks in town—semiconductors, chips,…
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Bubbles But No One Cares- 5 Things I Am Watching Today
1. Bubble Warning: All the Signs ARE There At Zulfiqar Research, we define a bubble as a period of rapid price increases, extreme expectations, soaring valuations, significant bullish sentiment, and…
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Entering Euphoria – 5 Things I Am Watching Today
1. Euphoria Alert: Nvidia’s CEO Just Picked the Next Trillion-Dollar Company Nvidia’s CEO, Jensen Huang, called Marvell Technology the next trillion-dollar company. As we write this, MRVL stock is up…
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Recession & Record Highs – 5 Things I Am Watching Today
1. Recession, Inflation, and a Critical Jobs Report Ahead Not much data is due today, but there are a few things we know from last week heading into this week.…
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Extreme Expectations – 5 Things I Am Watching Today
1. The Strait of Hormuz Is…Still Closed Oil was supposed to drop this morning as Trump spent the weekend telling anyone who’d listen that a US-Iran deal was “largely negotiated”…
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Hot Inflation, Hotter Copper – 5 Things I Am Watching Today
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
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
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
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
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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Moe Zulfiqar
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