12|31|2024

Leading Indicator Watch | December 27, 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|23|2024

Leading Indicator Watch | December 20, 2024

Consumer Goods & Materials: The Core PCE Price Index, which is the Federal Reserve’s preferred measure of inflation, rose only 0.1% (MoM)(Nov), better than expected. The year-over-year number remained...

12|16|2024

Leading Indicator Watch | December 13, 2024

Consumer Goods & Materials: The Consumer Price Index (CPI)(MoM)(Nov) increased from 0.2% (Oct) to 0.3%, the highest monthly inflation increase since May. The year-over-year number also ticked up, from...

12|09|2024

Leading Indicator Watch | December 6, 2024

Unemployment: U.S. Nonfarm Payrolls (Nov) reported 227K jobs added, a large improvement from October’s reading of 36K. The Unemployment Rate ticked up to 4.2%. Employment numbers are a key...

12|02|2024

Leading Indicator Watch | November 29, 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

Leading Indicator Watch | November 22, 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...

11|20|2024

Back to Earth | Market Thoughts | Nov. 15, 2024

Markets came back down to earth this week. Is this a sign of a pullback or are we back to business as usual? Monday              S&P 500 0.10% | NASDAQ 0.06%...

11|18|2024

Leading Indicator Watch | November 15, 2024

Consumer Goods & Materials: Headline inflation numbers represented by the U.S. Consumer Price Index (CPI) (Oct) data came in as expected, rising 0.2% month-over-month. The annualized reading also met expectations,...

11|12|2024

Leading Indicator Watch | November 8, 2024

S&P 500: The S&P 500 jumped 266.74 points, closing at 5,995.54 (up 25.70% YTD) with its best weekly performance since November of 2023. Market volatility, as measured by The CBOE...

11|05|2024

Not So Fast | November 1, 2024

Markets pulled back from recent highs and revealed a slowdown could be occurring. Will we begin to see a deceleration in the coming months? Monday              S&P 500 0.27% | NASDAQ...