10|20|2025

Leading Indicator Watch | October 17, 2025

Yield Curve: The yield curve steepened slightly this week. The 2-year Treasury slipped from 3.52% to 3.46%, while the benchmark 10-year eased from 4.05% to 4.02%, marking its lowest...

10|14|2025

Finishing Strong | October 10, 2025

Markets dropped this week in dramatic fashion. Will corporate earnings season allow markets to finish the year strong? Monday               S&P 500 0.36% | NASDAQ 0.71% The week started off...

10|14|2025

Leading Indicator Watch | October 10, 2025

S&P 500: With few major economic releases to guide markets, the S&P 500 slipped 163.28 points to close at 6,552.51 (up 11.41% YTD). Volatility was largely unchanged, with the...

10|06|2025

Leading Indicator Watch | October 3, 2025

Unemployment: Jobs data were incomplete this week due to the government shutdown. The Nonfarm payrolls report (Sep) wasn’t released on Friday as the result of impacts at Bureau of...

09|29|2025

Leading Indicator Watch | September 26, 2025

Consumer Goods & Materials: Core PCE Price Index (PCE) rose 0.2% (MoM)(Aug), matching expectations. On a year-over-year basis, inflation held steady at 2.9% (Aug). The Fed’s preferred inflation gauge...