12|09|2025
Fed Decision in Focus | December 5, 2025
It was all about the economy this last week. That really means the Fed decision on December 10th was in focus. Monday S&P 500 0.53% | NASDAQ 0.38% US...
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...
09|03|2025
Leveling Out | August 29, 2025
Markets hit new highs mid-week and then fell to close out August trading. Will September sink hopes of additional highs or are things beginning to level out? Monday S&P...
09|02|2025
Leading Indicator Watch | August 29, 2025
Consumer Goods & Materials: Core PCE Price Index rose 0.3% (MoM)(Jul) for the 2nd month in a row. The annual measure ticked up from 2.8% (Jun) to 2.9% (Jul)....
06|30|2025
Leading Indicator Watch | June 27, 2025
Consumer Goods & Materials: Core PCE Price Index, which excludes food and energy, rose 0.2% (MoM)(May), with the annual reading increasing from 2.6% (Apr) to 2.7% (May). Both figures...
06|04|2025
Monthly Market Monitor | May – 2025
Monitoring equity markets this last month was easy as things climbed, The Fixed Income market was a bit different. What does it mean for the remainder of the year?...
05|14|2025
May Flowers? | May 9, 2025
Markets came out of hibernation last week and were slightly lower this week. Are things starting to warm up? Monday S&P 500 0.64% | NASDAQ 0.74% The week kicked...
05|07|2025
Monthly Market Monitor | April-2025
Monthly numbers for the stock market did not prove as bad as the intra-month swings. Digging into the monitor data, can we glean the path ahead? Fixed Income: 2-Yr...
05|07|2025
Gearing Up | May 2, 2025
Markets built on last week’s progress as earnings continue to show strength. Will growth stall or is the economy gearing up for the next expansion? Monday S&P 500 0.06%...
05|05|2025
Leading Indicator Watch | May 2, 2025
Unemployment: Jobs data were mixed this week. Nonfarm payrolls rose by 177,000 (Apr), exceeding the 138,000 forecasted. However, JOLTS job openings fell from 7.480M (Feb) to 7.192M (Mar), missing...