05|26|2026

Leading Indicator Watch | May 22, 2026

Housing and Building: Pending Home Sales rose 1.4% (MoM)(Apr). Housing Starts dropped 2.8% (MoM)(Apr). Housing Starts dropped 2.8% (MoM)(Apr), with an annualized number of 1.465m. MBA 30-Year Mortgage Rate...

05|11|2026

Leading Indicator Watch | May 8, 2026

Unemployment: Jobs were front and center this week. Nonfarm Payrolls rose 115K (MoM)(Apr), for the second consecutive monthly increase. JOLTS Job Openings fell slightly from 6.922M (Feb) to 6.866M...

04|27|2026

Leading Indicator Watch | April 24, 2026

Retail Sales: U.S. retail sales rose 1.7% in March (MoM), the strongest monthly increase since 2023. Excluding volatile gas, autos, and food, the measure rose by 0.6%. Retail Sales...

03|30|2026

Leading Indicator Watch | March 27, 2026

S&P 500: The index declined for the fifth consecutive week, falling 137.63 points to close at 6,368.85 (down 6.96% YTD). The CBOE Volatility Index (VIX) rose from 23.8 to...

03|16|2026

Leading Indicator Watch | March 13, 2026

Housing peaked our interest this week as a positive economic indicator: Existing Home Sales rose 1.7% in February (MoM). The annualized measure increased 4.09M, up from 4.02M in January...

02|23|2026

Leading Indicator Watch | February 20, 2026

Consumer Goods & Materials: Core Personal Consumption Expenditure (PCE) price index rose 0.4% in January, up from 0.2% in December and higher than forecast. The annual measure increased 3.0%....

02|10|2026

Leading Indicator Watch | February 6, 2026

Unemployment: Jobs data were front and center this week. Initial Jobless Claims jumped from 209K to 231K. Continuing Jobless Claims rose from 1,819K to 1,844K. JOLTS Job Openings dropped...

01|26|2026

Leading Indicator Watch | January 23, 2026

GDP: Economic Growth was front and center this week as Gross Domestic Product (GDP)(Q3) exceeded expectations. It rose by 4.4%, compared to the forecast of 4.3%.  Be sure to...

01|13|2026

Leading Indicator Watch | January 09, 2026

Unemployment: Jobs were front and center this week. Nonfarm Payrolls showed an increase of only 50K jobs (Dec), missing the forecast. JOLTS Job Openings fell from 7.449M (Oct) to...

12|22|2025

Leading Indicator Watch | December 19, 2025

Unemployment: Jobs data took center stage last week with the release of both October and November Nonfarm Payroll reports. Payrolls fell by 105K (Oct), then rebounded modestly with a...