02|24|2026
Changing Landscape | February 20, 2026
Markets climbed higher this week following President’s Day. Will markets continue to balance risk-on assets in the changing landscape? Monday S&P 500 0.00% | NASDAQ 0.00% Markets Closed in...
02|23|2026
Leading Indicator Watch | February 20, 2026
Consumer Goods & Materials: Core Personal Consumption Expenditure (PCE) price index rose 0.4% in January, up from 0.2% in December and higher than forecast. The annual measure increased 3.0%....
02|17|2026
Tough Love | Market Thoughts | Feb. 13, 2026
This week was a lot of tough love for the technology sector. Will gains continue to be made elsewhere? Monday S&P 500 0.47% | NASDAQ 0.90% Momentum built to...
02|16|2026
Leading Indicator Watch | Feb. 13, 2026
This week all eyes were on Consumer Goods & Materials. Consumer Price Index (CPI) rose 0.2% in January, down from 0.3% in the previous month. The annual measure increased...
02|10|2026
Under the Microscope | February 6, 2026
A rollercoaster week for equities but volatility did fade. Will leadership continue in value stocks as growth is under the microscope? Monday S&P 500 0.54% | NASDAQ 0.56% The...
02|10|2026
Leading Indicator Watch | February 6, 2026
Unemployment: Jobs data were front and center this week. Initial Jobless Claims jumped from 209K to 231K. Continuing Jobless Claims rose from 1,819K to 1,844K. JOLTS Job Openings dropped...
02|06|2026
Monthly Market Monitor | January – 2026
Markets were little changed last month. But a quick look at the monitor shows us that there may be a changing of the guard… Fixed Income: 2-Yr Treas Yield...
02|03|2026
January Barometer | January 30, 2026
January had its volatile moments, but all major equity indexes ended in the positive. Will the January Barometer be a reliable measure of success for the year? Monday S&P...
02|02|2026
Leading Indicator Watch | January 30, 2026
Consumer Confidence: CB Consumer Confidence dropped sharply in January, falling from 94.2 (MoM)(Dec) to 84.5, the lowest level since 2014. This reading reflects a decline in consumer confidence in...
01|28|2026
Close Call | January 23, 2026
It was a close call this week for equity markets but they ended only slightly lower. Inflation measures and continued growth will battle it out in 2026 to determine...