11|24|2025

Leading Indicator Watch | November 21, 2025

Unemployment: Jobs data were mixed last week, with the delayed release of the September report yielding an increase in Nonfarm Payrolls from -4K (Aug) to 119K (Sep). The Unemployment...

11|11|2025

One Basket | Nov. 7, 2025 | Market Thoughts

Markets fell as big earnings reports hinted at an overvalued equity market. Was this week a reminder to not have all your eggs in one basket? Monday  S&P 500...

Manufacturing and Services

11|10|2025

Leading Indicator Watch | Nov. 7, 2025

Indicators show ISM Manufacturing PMI fell from 49.1 (Sep) to 48.7 (Oct) contracting for the eighth consecutive month while Non-Manufacturing (Services) PMI climbed from 50.0 (Sep) to 52.4 (Oct)....

10|27|2025

Leading Indicator Watch | October 24, 2025

Consumer Goods & Materials: Inflation pressures eased slightly in September as the Consumer Price Index (CPI) rose 0.3%, below the 0.4% forecast. The annual inflation rate ticked up to...