11|09|2021
Delivering Gains! | November 5, 2021
Jobs, jobs, jobs… Markets are climbing as the job market is delivering! Will the gains hold? Monday Manufacturing PMI beat expectations to open the week. PMI came in at...
11|08|2021
Leading Indicator Watch | November 5, 2021
Highlights from the November 5th Leading Indicator Watch: Initial and continuing jobless claims fell to 269k and 2,105k, respectively. Non-farm payrolls (Oct) rose to 531k, beating estimates for the...
11|02|2021
Strong Push for the Future | October 29, 2021
Earnings were strong across the week, which pushed markets higher. Will it hold up for future quarters? Monday The S&P 500 rose .50% to open the week. This was...
11|01|2021
Leading Indicator Watch | October 29, 2021
Highlights from the October 29th Leading Indicator Watch: The money supply, including time deposits, rose by $185B to $20.982T (Sept). Money supply is currently running 90.55% of current GDP....
10|26|2021
Is There A Storm Brewing? | October 22, 2021
Markets climbed nicely last week on the back of earnings, but is there a storm brewing? Monday In mixed market activity, the S&P 500 rose 0.3% on the day....
10|25|2021
Leading Indicator Watch | October 22, 2021
Highlights from the October 22nd Leading Indicator Watch: Building Permits fell to a one year low (MoM) (Sep) by 7.7%. Housing Starts dropped by 1.6% (MoM) (Sep). Existing home...
10|19|2021
Overblown Inflation? | October 15, 2021
Rates were more subdued last week. Has inflation been overblown or will rates continue to climb in response? Monday Investors attempted to move higher at the open of the...
10|18|2021
Leading Indicator Watch | October 15, 2021
News in employment and Consumer Sentiment lead our watch this week. Weekly initial jobless claims fell to 293k and JOLTs job openings (reporting for August) were lower than forecasts....
10|13|2021
Stagflation | October 8, 2021
Stagflation was all over the news this week. What could job data mean for future inflation? Monday Markets tumbled to open the week. This was driven by inflationary fears...
10|12|2021
Leading Indicator Watch | October 8, 2021
Highlights from the October 8, 2021 Leading Indicator Watch: Factory orders increased 1.2% in August. Up from an 0.7% increase in July. Be sure to check out more of...