09|29|2026

Boom or Bust | September 25, 2026

Major equity averages posted solid weekly gains as tech mega-caps and easing crude oil prices propelled benchmark indices higher. As long-term Treasury yields have reached multi-year peaks, are equities...

09|28|2026

Leading Indicator Watch | September 25, 2026

Manufacturing & Services: S&P Global preliminary Manufacturing PMI numbers project an increase in September from 53.9 (Aug) to 57.0. Non-Manufacturing (Services) PMI is expected to grow from 56.5 (Aug)...

09|22|2026

Fundamentally Sound | September 18, 2026

Equity markets rebounded late in the week with strong tech momentum and solid retail sales as the Federal Reserve raised rates by .25%. Will resilient consumer spending and corporate...

09|21|2026

Leading Indicator Watch | September 18, 2026

Retail Sales: Retail Sales data reflected underlying consumer durability. August Retail sales rose 1.2% (MoM), beating expectations and marking the best month-over-month increase since March. ** Be sure to...

09|15|2026

Market Test | September 11, 2026

In a holiday-shortened trading week, major equity indices pulled back from recent highs before staging a strong Friday rebound. Will elevated energy costs and upcoming monetary policy decisions test...

09|14|2026

Leading Indicator Watch | September 11, 2026

Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.4% in August (MoM), in line with the forecast. The annual measure...

09|08|2026

Bigger Gains | September 4, 2026

Major averages advanced over the week as tech strength offset headwinds from surging energy prices and hawkish monetary policy expectations. Will persistent inflation signals and a strong labor market...

09|08|2026

Leading Indicator Watch | September 4, 2026

Unemployment: Jobs data were front and center this week. JOLTS Job Openings rose from 7.182M (Jun) to 7.271M (Aug). Nonfarm Payrolls jumped from 21K (Jul) to 162K (Aug), beating...

09|01|2026

Sticky Trends | August 28, 2026

Markets rebounded to post weekly gains as strong technology earnings balanced hawkish commentary from central bank leaders. Will sticky inflation trends and elevated borrowing costs continue to challenge equity...

08|31|2026

Leading Indicator Watch | August 28, 2026

Consumer Goods & Materials: Inflation Data was front and center this week. Core PCE Price Index rose 0.2% in July (MoM), in line with the forecast. The annual measure...