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....

08|07|2025

Monthly Market Monitor | July-2025

The Markets flashed green and red across the monitor this month. One is telling us about the past while the other might be giving us clues into the future....

08|05|2025

Slow Down | August 1, 2025

Markets pushed down on the accelerator in July and set multiple records. Will the pace continue or is there a reduced speed warning ahead? Monday               S&P 500 0.02% |...

08|04|2025

Leading Indicator Watch | August 1, 2025

Unemployment: Labor market data released this week came in softer than expected. Nonfarm Payrolls reported that 73K jobs were added in July, below the 106K expected. Unemployment Rate ticked...

07|29|2025

New Peaks | July 25, 2025

Trade deals were made this week, and markets took note. Will the trend continue as more deals are ironed out? Monday               S&P 500 0.14% | NASDAQ 0.38% Monday’s trading...

07|28|2025

Leading Indicator Watch | July 25, 2025

Housing and Building: Housing data disappointed this week, as Existing Home Sales fell 2.7% in June (MoM). The annualized number dropped to 3.93M, the lowest level since September 2024....

07|22|2025

Making Hay | July 18, 2025

Earnings season is upon us, and optimism has equity markets surging. Will corporate earnings push sentiment higher? Monday               S&P 500 0.14% | NASDAQ 0.27% Tariffs on imports were announced...

07|21|2025

Leading Indicator Watch | July 18, 2025

Consumer Goods & Materials: Consumer Prices rose, but were generally in line with expectations. Consumer Price Index (CPI) (MoM) increased by 0.3% (Jun), up from 0.1% in May. Year-over-year...

07|15|2025

Coming into Focus | July 11, 2025

Markets tossed and turned throughout the week but saw only minor losses. Will increasing guidance on trade and monetary policy give some clarity through the summer? Monday               S&P 500...

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...