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Tremors – 5 Things I Am Watching Today
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on
1. Canada Surprises: Cool Inflation, Hot Housing Canadian CPI came in across the board lower than expected. Headline inflation in February was 1.8% year-over-year. Canadian housing starts also came in…
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Canadian Job Loss – 5 Things I Am Watching Today
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on
1. Oil Blinks — But Don’t Relax WTI is down about 1.5% this morning, pulling back below $94 after Trump quietly removed sanctions on Russian oil to help ease supply.…
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Oil Shock Gets Worse – 5 Things I Am Watching Today
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on
1. It’s Beyond The Strait Now WTI crude is past $103 a barrel as I write this — with a trading range today already spanning $96 to $119. The Iran…
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Job Shock & Oil – 5 Things I Am Watching Today
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on
1. The Jobs Report: Not a Miss, a Reversal The February jobs report dropped this morning and it’s ugly. The U.S. economy shed 92,000 jobs — the forecast was a…
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$100 Oil Soon? 5 Things I Am Watching Today
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on
1. The Strait of Hormuz: 20% of Global Oil Supply Is Now a Question Mark As I write this, WTI is at $78 and Brent is at $84. The U.S.-Israel-Iran…
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War, Deals & Bonds – 5 Things I Am Watching Today?
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on
1. The Strait of Hormuz Shutdown Nobody Wants to Talk About The Strait of Hormuz is effectively closed — not because anyone physically blocked it, but because insurance has pulled…
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