Here's the map.Monday, August 10Berkshire Hathaway kicks off the week, and it's the purest macro statement on the calendar: the size of the cash pile. Berkshire...

Oil +3 to 454Nat gas -3 to 124The US hasn't been able to bring on much oil production since Trump came to office. The mantra of producer discipline is finally t...

Bitcoin holds $65,000 after weak US jobs report and crypto bill delay: Is the breakout still alive?Bitcoin futures remain marginally constructive above the 64,9...

One year inflation 3.6% vs 3.7%Three year inflation unchanged at 3.3%Five year inflation unchanged at 3.0%Current and expected personal finances improvedLabor m...

Comments from Barkin:Job data was very consistent wit ha sector in weak balanceJob data is more low hire, low fireThe jobs data doesn't feel very good but it is...

The Globe & Mail is out with a somewhat optimistic report on the Canadian trade situation and, in turn, the Canadian dollar. It highlights trade negotiation...

The US non-farm payrolls report pointed to an economy significantly worse than believed.The data showed the economy shedding 23K jobs in July, far worse than +8...

Prior was +57KTwo-month net revision -103KMay was +129KUnemployment rate 4.1% vs 4.2% expectedPrior unemployment rate 4.2%Unrounded unemployment vs 4.1889%prior...

Prior month +18.2KUnemployment rate 6.4% vs 6.5% expectedPrior 6.5%Full-time employment +38.6K vs +0.6K priorPart-time employment +36.6K vs +17.5K priorParticip...

Headlines:All eyes on the US jobs report nowWhat is the distribution of forecasts for the US NFP?Gold stays supported amid Middle East de-escalation, but the US...

Rate hikes by year-endRBNZ:50 bps (85% probability ofrate hikeat the next meeting)ECB:33 bps (75% probability ofrate hikeat the next meeting)Fed:32 bps (54% pro...

FUNDAMENTAL OVERVIEWUSD:The US dollar weakened across the board this week following de-escalation in the Middle East and increased hopes for a US-Iran deal. The...