02|10|2026
Under the Microscope | February 6, 2026
A rollercoaster week for equities but volatility did fade. Will leadership continue in value stocks as growth is under the microscope? Monday S&P 500 0.54% | NASDAQ 0.56% The...
02|10|2026
Leading Indicator Watch | February 6, 2026
Unemployment: Jobs data were front and center this week. Initial Jobless Claims jumped from 209K to 231K. Continuing Jobless Claims rose from 1,819K to 1,844K. JOLTS Job Openings dropped...
02|02|2026
Leading Indicator Watch | January 30, 2026
Consumer Confidence: CB Consumer Confidence dropped sharply in January, falling from 94.2 (MoM)(Dec) to 84.5, the lowest level since 2014. This reading reflects a decline in consumer confidence in...
01|26|2026
Leading Indicator Watch | January 23, 2026
GDP: Economic Growth was front and center this week as Gross Domestic Product (GDP)(Q3) exceeded expectations. It rose by 4.4%, compared to the forecast of 4.3%. Be sure to...
01|21|2026
Leading Indicator Watch | January 16, 2026
Consumer Goods & Materials: The Consumer Price Index (CPI) rose 0.3% (MoM) in December. The annual measure was up 2.7%. Both increases mirrored the numbers in November. Producer Price...
01|13|2026
A Lack Luster Rose | January 9, 2026
Markets rose this last week, bringing hope to what has been a lack luster January thus far. Should that hope continue? Monday S&P 500 0.64% | NASDAQ 0.69% Economic data was not in...
01|13|2026
Leading Indicator Watch | January 09, 2026
Unemployment: Jobs were front and center this week. Nonfarm Payrolls showed an increase of only 50K jobs (Dec), missing the forecast. JOLTS Job Openings fell from 7.449M (Oct) to...
01|06|2026
The Rally That Never Was | January 2, 2026
Santa got left out in the cold this year. His Rally never materialized. Was that an omen for 2026 or is it meaningless? Monday S&P 500 0.35% | NASDAQ...
01|05|2026
Leading Indicator Watch | January 02, 2026
Housing and Building: Pending Home Sales rose 3.3% in November (MoM), which was the third consecutive increase in the number of homes under contract to be sold. Be sure...
12|29|2025
Leading Indicator Watch | December 26, 2025
M2 Money Stock: The money supply held steady at $22.30T (Nov), now roughly 72% of current GDP. Meanwhile, advance GDP growth accelerated from 3.8% in Q2 to 4.3% in...