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....
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...