01|21|2025

Leading Indicator Watch | January 17, 2025

Consumer Goods & Materials: U.S. Core Consumer Price Index (CPI) (MoM) (Dec) data, which measures inflation less food and energy, rose just 0.2%, the smallest increase since August. Year-over-year,...

01|14|2025

Strong Headwinds Ahead? | January 10, 2025

Equities sold off this week as treasuries continued to put on the pressure. Should we expect some headwinds on the horizon? Monday               S&P 500 0.55% | NASDAQ 1.24% Markets...

01|13|2025

Leading Indicator Watch | January 10, 2025

Unemployment: The labor market showed signs of strength this week. JOLTs job openings (Dec) rose unexpectedly to 8.098M from 7.839M. Nonfarm payrolls (Dec) also beat expectations, increasing to 256K...

01|09|2025

Monthly Market Monitor | December – 2024

The month of December did not bring gains as is typical. Monitoring the moves, markets gave us one hell of a ride. Fixed Income: 2-Yr Treas Yield 4.25% |...

01|07|2025

Pop the Bubbly? | January 3, 2025

Markets finished the year higher, but growth faded for the month of December. Will the New Year continue to prosper markets or should we temper our expectations? Monday               S&P...

01|07|2025

Leading Indicator Watch | January 3, 2025

Manufacturing & Services: ISM Manufacturing PMI (Dec) surprised to the upside, rising from 48.4 (Nov) to 49.3, the highest reading since last March. 50 marks expansion/contraction. Be sure to...

01|03|2025

Final Stretch | December 27, 2024

Markets are hoping for another rally to finish the year. Will December come up empty or will seasonal optimism keep spirits high going into 2025? Monday               S&P 500 0.73%...

12|31|2024

Leading Indicator Watch | December 27, 2024

Unemployment: Jobs data were mixed this week. U.S. Initial Jobless Claims fell from 220K to 219K. Continuing Jobless Claims, however, rose to the highest level in over a year, from...

12|24|2024

Home for Christmas? | December 20, 2024

Markets pulled back this week as volatility increased. Will markets come home for Christmas or will Scrooge get in the way? Monday              S&P 500 0.38% | NASDAQ 1.24% Markets started...

12|23|2024

Leading Indicator Watch | December 20, 2024

Consumer Goods & Materials: The Core PCE Price Index, which is the Federal Reserve’s preferred measure of inflation, rose only 0.1% (MoM)(Nov), better than expected. The year-over-year number remained...