11|09|2026
Leading Indicator Watch | November 6, 2026
Labor Market: The Job Openings and Labor Turnover (JOLTs) report showed an increase of 333k job openings in September, defying market expectations of a minor decrease. (BLS) The Quits...
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|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...
09|29|2026
Boom or Bust | September 25, 2026
Major equity averages posted solid weekly gains as tech mega-caps and easing crude oil prices propelled benchmark indices higher. As long-term Treasury yields have reached multi-year peaks, are equities...
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|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...
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...
08|18|2026
Rock the Boat? | August 14, 2026
Markets eked out gains this week with a mixed bag of data. Will sentiment stabilize outlook or will it end up rocking the boat? Monday S&P 500 0.06% | NASDAQ...
08|17|2026
Leading Indicator Watch | August 14, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.1% in July (MoM), in line with the forecast. The annual measure...