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...
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...