3 Things I'm Watching 👀 1. JOBS AND THE NEXT INTEREST-RATE MOVES Friday's employment reports could be the week's biggest economic catalysts. I'm watching whether hiring and wage growth support or challenge current central-bank expectations. 2. AI EARNING REPORTS Apple $AAPL, Palantir $PLTR, $AMD, Qualcomm $QCOM and $ARM are all reporting. The key question: Is AI spending generating enough real Revenue, Margins and Cash flow to justify elevated valuations? I'll focus on management guidance, not simply earnings beats. 3. U.S. ELECTIONS + OIL GEOPOLITICS 🛢️ OPEC+ agreed Sunday to keep December production targets unchanged. Meanwhile, U.S.–Iran negotiations continue over a potential agreement that could reopen the Strait of Hormuz. Brent crude was trading near $118 on Friday, according to Reuters. Election outcomes and developments in the Middle East could affect energy prices, inflation expectations, the Canadian dollar and global market sentiment. 💡 So What: The week's theme is Politics. Jobs. AI. Oil. Which event are you watching most closely this week - the U.S. elections, $AMD earnings or Friday's jobs reports?
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