11|17|2025

Leading Indicator Watch | November 14, 2025

S&P 500: The S&P 500 rose 5.31 points this week, closing at 6,734.11 (up 14.49% YTD). The CBOE Volatility Index (VIX) held steady at 21.2. Overall market performance was...

11|03|2025

Leading Indicator Watch | October 31, 2025

Consumer Confidence: Conference Board (CB) Consumer Confidence fell for the third consecutive month, decreasing from 95.6 (Sep) to 94.6 (Oct). Will consumers’ behavior reflect their sentiment, or will spending...

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|22|2025

Leading Indicator Watch | September 19, 2025

Retail Sales: Retail Sales were up 0.6% (MoM)(Aug), increasing for the third consecutive month and better than expected. It is the foremost indicator of consumer spending, which accounts for...

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)....

08|25|2025

Leading Indicator Watch | August 22, 2025

Unemployment: Jobs data disappointed this week. Initial Jobless Claims rose from 224K to 235K, higher than expected. Continuing Jobless Claims also increased, climbing from 1,942K to 1,972K.  Be sure...

07|28|2025

Leading Indicator Watch | July 25, 2025

Housing and Building: Housing data disappointed this week, as Existing Home Sales fell 2.7% in June (MoM). The annualized number dropped to 3.93M, the lowest level since September 2024....

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|25|2025

Wild Ride | June 20, 2025

It was a wild ride last week, but markets remained with little change through it all. Will that wild ride continue? Monday                S&P 500 0.94% | NASDAQ 1.52% Markets...

06|23|2025

Leading Indicator Watch | June 20, 2025

#retailsales #consumerspending