11|02|2026
Leading Indicator Watch | October 30, 2026
The Fed, Inflation, & Interest Rates: The Fed held rates steady at 3.75% – 4.00%. (Fed) Money Supply is running at ~71% of Q3 GDP. The advanced estimate for...
10|26|2026
Leading Indicator Watch | October 23, 2026
Manufacturing & Services: Composite Flash PMI for October eased slightly to 57.6 to 58.4 in September. The headline number remains firmly in expansion territory (above 50), although inflationary price...
10|19|2026
Leading Indicator Watch | October 16, 2026
Consumer Goods and Materials: The Producer Price Index (PPI) rose 1.3% MoM in September, well above estimates of +0.5% and the largest increase so far this year. (BLS) Consumer...
09|28|2026
Leading Indicator Watch | September 25, 2026
Manufacturing & Services: S&P Global preliminary Manufacturing PMI numbers project an increase in September from 53.9 (Aug) to 57.0. Non-Manufacturing (Services) PMI is expected to grow from 56.5 (Aug)...
09|21|2026
Leading Indicator Watch | September 18, 2026
Retail Sales: Retail Sales data reflected underlying consumer durability. August Retail sales rose 1.2% (MoM), beating expectations and marking the best month-over-month increase since March. ** Be sure to...
09|14|2026
Leading Indicator Watch | September 11, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.4% in August (MoM), in line with the forecast. The annual measure...
08|31|2026
Leading Indicator Watch | August 28, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Core PCE Price Index rose 0.2% in July (MoM), in line with the forecast. The annual measure...
08|25|2026
Leading Indicator Watch | August 21, 2026
Housing and Building: Housing reports released this week indicate continued softness in the sector. Housing Starts were down 12.4% in July (MoM). The annualized number of new residential buildings...
08|17|2026
Leading Indicator Watch | August 14, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.1% in July (MoM), in line with the forecast. The annual measure...
07|31|2026
Leading Indicator Watch | July 24, 2026
Unemployment: Jobs data made headlines this week. Initial Jobless Claims fell from 209K to 187K, which was the lowest reading since 1969. Continuing Jobless Claims decreased from 1,798K to...