05|27|2025
Leading Indicator Watch | May 23, 2025
Yield Curve: Yields ended higher for the 4th straight week. 2-year yields rose from 3.98% to 4.00%. 10-year yields climbed from 4.43% to 4.51%, pushing down the prices of...
05|20|2025
Room to Run? | May 16, 2025
Markets came out fast to start the week and ended solidly in the green. Does the economy still have some room to run? Monday S&P 500 3.26% | NASDAQ...
05|19|2025
Leading Indicator Watch | May 16, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) (MoM)(Apr) rose 0.2%, less than the 0.3% forecast. Year-over-year it rose 2.3%, less than forecast and the lowest reading since February...
05|14|2025
May Flowers? | May 9, 2025
Markets came out of hibernation last week and were slightly lower this week. Are things starting to warm up? Monday S&P 500 0.64% | NASDAQ 0.74% The week kicked...
05|12|2025
Leading Indicator Watch | May 9, 2025
Manufacturing & Services: ISM Non-Manufacturing (Services) PMI increased to 51.6 (Apr) from 50.8 (Mar), exceeding expectations. April marked the 10th consecutive month of expansion for the sector. 50 marks...
05|07|2025
Monthly Market Monitor | April-2025
Monthly numbers for the stock market did not prove as bad as the intra-month swings. Digging into the monitor data, can we glean the path ahead? Fixed Income: 2-Yr...
05|07|2025
Gearing Up | May 2, 2025
Markets built on last week’s progress as earnings continue to show strength. Will growth stall or is the economy gearing up for the next expansion? Monday S&P 500 0.06%...
05|05|2025
Leading Indicator Watch | May 2, 2025
Unemployment: Jobs data were mixed this week. Nonfarm payrolls rose by 177,000 (Apr), exceeding the 138,000 forecasted. However, JOLTS job openings fell from 7.480M (Feb) to 7.192M (Mar), missing...
04|30|2025
Time to Celebrate? | April 25, 2025
Markets popped the confetti this week. Is the hype with merit or is it too early to celebrate? Monday S&P 500 2.36% | NASDAQ 2.55% In an otherwise uneventful...
04|28|2025
Leading Indicator Watch | April 25, 2025
Housing and Building: Existing Home Sales declined to 4.02M (Mar) from 4.27M (Feb), reflecting a month-over-month drop of 5.9%. Building permits increased from 1.459M (Feb) to 1.467M (Mar), but...