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...

08|25|2025

Leading Indicator Watch | August 22, 2025

Unemployment: Jobs data disappointed this week. Initial Jobless Claims rose from 224K to 235K, higher than expected. Continuing Jobless Claims also increased, climbing from 1,942K to 1,972K.  Be sure...

08|19|2025

Shift Ahead | August 15, 2025

Broad markets rose higher again but with notable differences from the week prior. Is there a shift in sentiment as earnings season ends? Monday               S&P 500 0.25% | NASDAQ...

08|18|2025

Leading Indicator Watch | August 15, 2025

Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.2% (MoM)(Jul). The annual measure was 2.7%. Producer Price Index (PPI) climbed 0.9% (MoM)(Jul), higher than forecast. PPI measures prices...

08|12|2025

Full Swing | August 8, 2025

Markets swung back to the positive this week with news on the tariff and corporate earnings front. Will the 3rd quarter shape up to be just as strong as...

08|11|2025

Leading Indicator Watch | August 8, 2025

Manufacturing & Services: ISM Non-Manufacturing (Services) PMI slowed, missing expectations in July. It remained in expansion territory, however, with a reading of 50.1 (Jul) compared to 50.8 in June....