09|23|2025
Dot, Dot, Dot… | September 19, 2025
The Federal Reserve delivered its first rate cut in 2025. Will there be more to come before year-end? Monday S&P 500 0.47% | NASDAQ 0.94% Markets were upbeat coming...
09|22|2025
Leading Indicator Watch | September 19, 2025
Retail Sales: Retail Sales were up 0.6% (MoM)(Aug), increasing for the third consecutive month and better than expected. It is the foremost indicator of consumer spending, which accounts for...
09|16|2025
Fuel to the Fire | September 12, 2025
Markets jumped this week, specifically with large-cap growth companies. Will a rate cut fuel more gains in the near-term? Monday S&P 500 0.21% | NASDAQ 0.45% This week is “inflation...
09|16|2025
Leading Indicator Watch | Septemeber 12, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.4% (MoM)(Aug), higher than expected. The annual measure ticked up from 2.7% (Jul) to 2.9% (Aug). Producer Price Index (PPI)...
09|09|2025
Cutting it Close | September 5, 2025
Markets had 4 days to move higher this week as speculation swirled on the direction of the economy. Will this month see through the data with hopes of growth...
09|08|2025
Leading Indicator Watch | September 5, 2025
Unemployment: Jobs were front and center this week, with several indicators pointing to a softer labor market. Nonfarm Payrolls slowed, falling from 79K (July) to 22K (Aug). JOLTS Job...
09|04|2025
Monthly Market Monitor | August-2025
The Month ended for the better for markets. However, it made some shifts along the way that that are worth monitoring! Fixed Income: 2-Yr Treas Yield 3.59% | 10-Yr...
09|03|2025
Leveling Out | August 29, 2025
Markets hit new highs mid-week and then fell to close out August trading. Will September sink hopes of additional highs or are things beginning to level out? Monday S&P...
09|02|2025
Leading Indicator Watch | August 29, 2025
Consumer Goods & Materials: Core PCE Price Index rose 0.3% (MoM)(Jul) for the 2nd month in a row. The annual measure ticked up from 2.8% (Jun) to 2.9% (Jul)....
08|26|2025
Pivot | August 22, 2025
Markets hit the “sell-button” early in the week. Was this a late summer rebalance or a sign of things to come? Monday S&P 500 0.01% | NASDAQ 0.03% Markets...