03|05|2025
Risk-on vs Risk-off | February 28, 2025
Markets had little appetite for riskier asset classes this week. Will a more cautious approach win out in the foreseeable future? Monday S&P 500 -0.50% | NASDAQ -01.21%...
03|03|2025
Leading Indicator Watch | February 28, 2025
Consumer Goods & Materials: The Core PCE Price Index (Jan) (MoM) rose 0.3%, as expected. The index increased by 2.6% YoY, the lowest since last July. Core PCE, which...
02|25|2025
Reduced Speed | February 21, 2025
Markets pushed lower this week due to possible fears of a slowdown. Will momentum come to a complete halt or are we seeing signs of slower traffic on the...
02|25|2025
Leading Indicator Watch | February 21, 2025
Housing and Building: Housing starts (MoM) (Jan), which measures the change in the number of new constructions underway, declined 9.8%. The annualized number came in at 1.366M, less than...
02|19|2025
Wait and See? | February 14, 2025
Markets moved higher to cap off the week. Will tariff negotiations become a new norm or will they be delayed just a little bit longer? Monday S&P 500 0.67%...
02|18|2025
Leading Indicator Watch | February 14, 2025
Consumer Goods & Materials: Price data made headlines this past week. U.S. Consumer Price Index (CPI)(MoM)(Jan) jumped 0.5%, higher than forecast. The year-over-year number climbed to 3.0%. U.S. Producer...
02|11|2025
Not so fast | February 7, 2025
Markets digested corporate earnings this week and lost more ground following last week’s fall. Can markets continue at a sprint or will it begin to slow down the pace?...
02|10|2025
Leading Indicator Watch | February 7, 2025
Unemployment: Jobs numbers were a key focus in this week’s economic headlines. Nonfarm payrolls (Jan) indicated the U.S. economy added 143k jobs, fewer than expected. The unemployment rate (Jan)...
02|05|2025
Monthly Market Monitor | January – 2025
The month looked like it could head south much like December, but ended up green on the monitor. What can we take from that? Fixed Income: 2-Yr Treas Yield...
02|04|2025
Deep Dive | January 31, 2025
Markets fell through the week on fears of global competition. Will we get back to the status quo or is this a sign of things to come? Monday S&P...