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Tech Drags, Midterms Loom, Gold Cracks $4,000 & More – 5 Things I Am Watching Today
1. Midterms Day: What Could It Mean for Markets? It’s congressional election day in the U.S. Polls suggest Democrats are likely to gain some seats, and that could affect the…
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Gold Breaks $4,000, Stocks Bounce, and Jobs Data On Friday— 5 Things I Am Watching Today
1. Jobs Friday, Times Two There’s no major economic data today, but keep in mind that on Friday, we get employment numbers from both Canada and the U.S. Right now,…
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Tech Stocks Get Wrecked, Gold Breaks $4,000, Oil Hits $104 — 5 Things I Am Watching Today
1. The Tech Wreck Is Here And We Saw It Coming There’s a tech wreck happening, and it’s pretty bad out there. We don’t want this to sound like a…
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BoC Hikes, War Drums Get Louder, AI Money Games, U.S. Dollar – 5 Things I Am Watching Today
1. The Bank of Canada Hikes and Hints at More This morning, the Bank of Canada raised interest rates by 25 basis points. That wasn’t the surprising part. The statement…
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Eve Of Rate Announcements, Boring Stocks Win, Dollar Jumps, Yields Drop – 5 Things I Am Watching Today
1. Eve Of Rate Announcements: BoC Hike, Fed Hold? It’s the eve of rate decisions from the Bank of Canada and the Federal Reserve. The Bank of Canada is expected…
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Anthropic’s IPO, Bank Of Canada Rate Hike, Gold At Key Level – 5 Things I Am Watching Today
1. Anthropic Files to Go Public: Will Investors Sell the News? This morning, we learned that Anthropic has filed its S-1, essentially the filing required to go public. There are…
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Brent Hits $110, French Yields Spike, Stocks Test Critical Support – 5 Things I Am Watching Today
1. Data Sites Weirdly Down The fact that several websites where you’d normally get economic data, including FRED yesterday and, this morning, Statistics Canada, aren’t working is very interesting. There…
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The AI Trade Is Cracking, Gold Is Coiling, Bitcoin Eyeing $100k? – 5 Things I Am Watching Today
1. AI Trade Under The Microscope There are a lot of concerns around the AI trade, and valuations are being questioned. If you own AI stocks, you’ve got to be…
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AI Stocks Get Reality Check, $161 Billion Flow Into Canada, No Nukes – 5 Things I am Watching Today
1. Foreign Money Pours Into Canada It’s a slow data day today. This morning, we got Canadian housing starts and Canada’s international transactions in securities. Housing starts came in stronger…
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AI Stocks Take A Hit, Oil Jumps & Producers’ Inflation Spikes – 5 Things I Am Watching Today
1. Producer Prices Jump 1.3% in a Single Month This morning, the U.S. Producer Price Index (PPI) was reported. Month over month, producer prices increased 1.3%. Between January and September…
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Bank Stocks Drop, Dollar Spike, High Inflation – 5 Things I Am Watching Today
1. Bank Stocks Are Getting Hammered: Are They Telling Something? Over the past three months, Goldman Sachs stock has dropped more than 22%. Bank of America is down today (on…
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Japan’s 160 Yen Problem, Gold Sandwich & Earnings Season – 5 Things I Am Watching Today
1. Japan Holds Off on Rate Hikes But the Risk Isn’t Going Away There are reports out this morning that Japan won’t be raising rates in October. But keep in…
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68,000 Jobs Gone, Volatile Oil, AI Stocks Crack – 5 Things I Am Watching Today
1. Canada Loses 68,000 Jobs Statistics Canada reported that Canada lost 68,000 jobs in September, and the unemployment rate now stands at 6.5%. This was obviously much worse than economists…
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5.7% Yields, $100 Oil, Gold at $4,100 & AI Cracks — 5 Things I Am Watching Today
1. The 30-Year Hits 5.7%. Scary And just like that, yields are up again. The 10-year U.S. Treasury is trading at 5.3%, and the 30-year is at 5.7%, the highest…
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Stocks Hit Hits, Your Toronto Home Loses $53,627 In Value, Oil Drops – 5 Things I Am Watching Today
1. Fed Minutes and a 10-Year Auction on Deck Tomorrow, all eyes will be on the Federal Reserve’s meeting minutes. Everyone will be watching what the Fed is thinking about…
Zulfiqar Research
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Moe Zulfiqar
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