03|24|2025
Leading Indicator Watch | March 21, 2025
Retail Sales: Retail Sales (MoM)(Feb) ticked up just 0.2%, falling short of the 0.6% forecast. The reading points to a possible slowdown in consumer spending, which is a key...
03|24|2025
Retail Sales: Retail Sales (MoM)(Feb) ticked up just 0.2%, falling short of the 0.6% forecast. The reading points to a possible slowdown in consumer spending, which is a key...
03|10|2025
Manufacturing & Services: February’s ISM data showed a divergence between sectors. Manufacturing PMI decreased from 50.9 to 50.3. Non-Manufacturing (Services) PMI rose from 52.8 to 53.5. 50 marks contraction/expansion. Be...
03|03|2025
Consumer Goods & Materials: The Core PCE Price Index (Jan) (MoM) rose 0.3%, as expected. The index increased by 2.6% YoY, the lowest since last July. Core PCE, which...
02|25|2025
Housing and Building: Housing starts (MoM) (Jan), which measures the change in the number of new constructions underway, declined 9.8%. The annualized number came in at 1.366M, less than...
02|03|2025
Consumer Goods & Materials: U.S. Core PCE Price Index (MoM) (Dec), the Fed’s preferred inflation gauge, ticked up from 0.1% to 0.2%, in line with expectations. Year-over-year, the index...
01|27|2025
S&P 500: In market news this past week, the S&P 500 rose 104.58 points, closing at 6,101.24 (up 3.73% YTD). Market volatility, as measured by The CBOE Volatility Index...
12|31|2024
Unemployment: Jobs data were mixed this week. U.S. Initial Jobless Claims fell from 220K to 219K. Continuing Jobless Claims, however, rose to the highest level in over a year, from...
12|02|2024
Consumer Goods & Materials: The Core PCE Price Index (YoY) (Oct) ticked up to 2.8%. The month-over-month reading stayed steady at 0.3%. This is the Federal Reserve’s preferred measure...
11|25|2024
U. of Michigan Consumer Sentiment: Michigan Consumer Sentiment increased to 71.8 (Nov) from 70.5 (Oct), though the rise was less than expected. Be sure to check out more of...
10|28|2024
Yield Curve: 2-year yields finished higher this week, rising from 3.95% to 4.11%. 10-year yields also climbed from 4.08% to 4.25%, the highest level since July. Prices & rates...