08|25|2026
Early Fall? | August 21, 2026
Markets turned negative this week as sentiment sent markets falling early. Are concerns for a higher for longer rate environment justified? Monday S&P 500 0.52% | NASDAQ 0.32% This week...
08|25|2026
Leading Indicator Watch | August 21, 2026
Housing and Building: Housing reports released this week indicate continued softness in the sector. Housing Starts were down 12.4% in July (MoM). The annualized number of new residential buildings...
08|18|2026
Rock the Boat? | August 14, 2026
Markets eked out gains this week with a mixed bag of data. Will sentiment stabilize outlook or will it end up rocking the boat? Monday S&P 500 0.06% | NASDAQ...
08|17|2026
Leading Indicator Watch | August 14, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.1% in July (MoM), in line with the forecast. The annual measure...
08|11|2026
Early August Rush | August 7, 2026
Markets took off last week after a deluge of economic announcements, particularly within the labor data. Are equity flows benefitting from an Early August Rush? Monday S&P 500 1.48% |...
08|10|2026
Leading Indicator Watch | August 7, 2026
Unemployment: Jobs data were front and center this week. Nonfarm Payrolls missed expectations, falling 23K in July. JOLTS Job Openings decreased from 7.537M (May) to 7.359M (Jun), which was...
08|04|2026
Under Pressure | July 31, 2026
Markets took off last week after a deluge of economic announcements, particularly within the labor data. Are equity flows benefiting from an Early August Rush? Monday S&P 500 1.48% |...
08|03|2026
Leading Indicator Watch | July 31, 2026
Consumer Goods & Materials: Core PCE Price Index rose 0.1% in June (MoM), which was lower than the 0.2% forecast. The annual measure fell from 3.4% (May) to 3.3%...
07|31|2026
Step Back | July 24, 2026
Markets took a step back last week to assess the strength of corporate balance sheets. Will short-term economic risks be absorbed or will last week be a warning signal?...
07|31|2026
Leading Indicator Watch | July 24, 2026
Unemployment: Jobs data made headlines this week. Initial Jobless Claims fell from 209K to 187K, which was the lowest reading since 1969. Continuing Jobless Claims decreased from 1,798K to...