11|02|2026
Leading Indicator Watch | October 30, 2026
The Fed, Inflation, & Interest Rates: The Fed held rates steady at 3.75% – 4.00%. (Fed) Money Supply is running at ~71% of Q3 GDP. The advanced estimate for...
10|26|2026
Leading Indicator Watch | October 23, 2026
Manufacturing & Services: Composite Flash PMI for October eased slightly to 57.6 to 58.4 in September. The headline number remains firmly in expansion territory (above 50), although inflationary price...
10|19|2026
Leading Indicator Watch | October 16, 2026
Consumer Goods and Materials: The Producer Price Index (PPI) rose 1.3% MoM in September, well above estimates of +0.5% and the largest increase so far this year. (BLS) Consumer...
10|13|2026
Leading Indicator Watch | October 9, 2026
Yield Curve: The yield curve flattened slightly. The 2-year yield fell from 4.83% to 4.80%, The benchmark 10-year yield dropped from 5.28% to 5.24%, though it reached 5.31% on...
10|05|2026
Leading Indicator Watch | October 2, 2026
Unemployment: Jobs were front and center this week. Nonfarm Payrolls reflected 29K jobs added (Sep), fewer than the 89K forecast. JOLTS Job openings declined from 7.335M (Jul) to 7.079M...
09|28|2026
Leading Indicator Watch | September 25, 2026
Manufacturing & Services: S&P Global preliminary Manufacturing PMI numbers project an increase in September from 53.9 (Aug) to 57.0. Non-Manufacturing (Services) PMI is expected to grow from 56.5 (Aug)...
09|21|2026
Leading Indicator Watch | September 18, 2026
Retail Sales: Retail Sales data reflected underlying consumer durability. August Retail sales rose 1.2% (MoM), beating expectations and marking the best month-over-month increase since March. ** Be sure to...
09|14|2026
Leading Indicator Watch | September 11, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.4% in August (MoM), in line with the forecast. The annual measure...
09|08|2026
Leading Indicator Watch | September 4, 2026
Unemployment: Jobs data were front and center this week. JOLTS Job Openings rose from 7.182M (Jun) to 7.271M (Aug). Nonfarm Payrolls jumped from 21K (Jul) to 162K (Aug), beating...
08|31|2026
Leading Indicator Watch | August 28, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Core PCE Price Index rose 0.2% in July (MoM), in line with the forecast. The annual measure...