07|14|2025
Leading Indicator Watch | July 11, 2025
Yield Curve: Yields ended the week higher, continuing the recent trend upward. 2-year yields rose from 3.88% to 3.90%. 10-year yields increased from 4.35% to 4.43%. Prices & rates...
07|09|2025
Lighting a Fuse | July 4, 2025
Markets celebrated a strong close to the 2nd quarter. Will we see fireworks for the start of the 3rd quarter? Monday S&P 500 0.52% | NASDAQ 0.47% Markets finished...
07|07|2025
Leading Indicator Watch | July 3, 2025
Unemployment: Labor market news was front and center this week. Nonfarm Payrolls beat expectations, rising from 144K (May) to 147K (Jun). JOLTS job openings also outperformed, increasing from 7.395M...
07|02|2025
Monthly Market Monitor | June – 2025
Monitoring the Markets this last month was some fun for sure. Gains mounted from May into a strong June. Can those gains be sustained? Fixed Income: 2-Yr Treas Yield...
07|01|2025
Picking Up Steam | June 27, 2025
Markets saw opportunities this week for a rally. Could this growth cycle be picking up steam? Monday S&P 500 0.96% | NASDAQ 0.94% Markets responded optimistically as hopes...
06|30|2025
Leading Indicator Watch | June 27, 2025
Consumer Goods & Materials: Core PCE Price Index, which excludes food and energy, rose 0.2% (MoM)(May), with the annual reading increasing from 2.6% (Apr) to 2.7% (May). Both figures...
06|25|2025
Wild Ride | June 20, 2025
It was a wild ride last week, but markets remained with little change through it all. Will that wild ride continue? Monday S&P 500 0.94% | NASDAQ 1.52% Markets...
06|17|2025
Firm Foundation? | June 13, 2025
Markets had a relatively smooth start to the week but finished a bit shaky. Has the foundation been laid for another growth cycle? Monday S&P 500 0.09% | NASDAQ...
06|16|2025
Leading Indicator Watch | June 13, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.1% (MoM)(May), with the annual reading increasing from 2.3% (Apr) to 2.4% (May), which was better than expected. Producer Price...