07|06|2026
Leading Indicator Watch | July 2, 2026
Unemployment: Jobs data were mixed this week. JOLTS Job Openings rose from 7.585M (Apr) to 7.59M (May)(MoM). The Nonfarm Payrolls report reflected a decline in jobs added from 129K...
06|08|2026
Leading Indicator Watch | June 5, 2026
Unemployment: Jobs were front and center this week. JOLTS Job Openings beat the forecast, rising from 6.8873 (Mar) to 7.618M (Apr). Nonfarm Payrolls also outperformed, although declining slightly from...
06|02|2026
High Altitude | May 29,2026
Technology helped markets surge higher this week, while energy sank. Are equities going to stay at a higher altitude after a robust earnings season? Monday S&P 500 0.00% |...
06|01|2026
Leading Indicator Watch | May 29, 2026
Consumer Goods & Materials: Core PCE Price Index continued its upward trend in April, rising 0.2% (MoM). The annual measure increased 3.3%, the highest level since 2023. Core PCE...
05|04|2026
Leading Indicator Watch | May 1, 2026
Consumer Goods & Materials: Core PCE Price Index slowed from 0.4% in February to 0.3% in March (MoM). The annual measure increased 3.2%, which was up from February but...
04|07|2026
Gaining Traction | April 3, 2026
Markets gained traction this week after several consecutive weeks of decline. Will there be a reversal of trends in Q2? Monday S&P 500 0.39% | NASDAQ 0.73% Markets started...
04|06|2026
Leading Indicator Watch | April 3, 2026
Unemployment: Jobs were front and center this week. Nonfarm Payrolls showed an increase of 178K jobs in March, which was better than expected. JOLTS job openings fell from 7.240...
03|02|2026
Leading Indicator Watch | February 27, 2026
Consumer Goods & Materials: Producer price index (PPI) rose 0.5% in January (MoM), up from 0.4% in December and higher than forecast. Rising wholesale prices are an early signal...
02|02|2026
Leading Indicator Watch | January 30, 2026
Consumer Confidence: CB Consumer Confidence dropped sharply in January, falling from 94.2 (MoM)(Dec) to 84.5, the lowest level since 2014. This reading reflects a decline in consumer confidence in...
12|29|2025
Leading Indicator Watch | December 26, 2025
M2 Money Stock: The money supply held steady at $22.30T (Nov), now roughly 72% of current GDP. Meanwhile, advance GDP growth accelerated from 3.8% in Q2 to 4.3% in...