Retail Consumer Sentiment


Leading Indicator Watch | Nov. 8, 2019

Much of the data last week supported the strength in the market. Review our Leading Indicator Watch here.

Manufacturing and Services


Leading Indicator Watch | Nov. 1, 2019

Unemployment results impressed on Friday, bring markets to fresh highs. Read more in our weekly Leading Indicator Watch.

economic activity


Leading Indicator Watch | Oct. 25, 2019

Strong indicators last week led to strong market performance. Take a look at the data that supported market performance here.



Leading Indicator Watch | Oct. 18, 2019

Our leading indicators this week show retail sales slumped in September and the yield curve expanded.  What other indicator shifted last week?  Please click here to read my notes.

Money Supply and Consumer Sentiment


Leading Indicator Watch | October 11, 2019

Our leading indicators this week show the money supply, including time deposits, rose by appx. $183B to $15.141T in September and Michigan Consumer Sentiment rose in October to 96,...

Manufacturing and Services


Leading Indicator Watch | October 4, 2019

Manufacturing & Services leads our news for leading indicators this week.  Knowing that 50 marks the line of contraction and expansion, ISM Manufacturing PMI came in at 47.8 for...



Leading Indicator Watch | September 27, 2019

Much of the data was positive last week, except stock performance. To view leading indicators, please click here.



Leading Indicator Watch | September 20, 2019

Good news out of Building Permits & Housing Starts last week:  Building permits grew by 7.7% in August. Housing starts grew 12.3% for August. Existing home sales rose 1.3% in...


Leading Indicator Watch | September 13, 2019

We are in the green as indicated by our Leading Indicators last week!  Take a look at my notes here to download the latest insights on economic activity and how...



Leading Indicator Watch | September 6, 2019

Before I publish Market Thoughts this week, here are some economic indicators that caught my attention.  Click here to download the latest insights on economic activity and how they are impacting...