03|04|2026
Monthly Market Monitor | February – 2026
It was a wild ride on the monitor last month. How have Markets Shifted? Fixed Income: 2-Yr Treas Yield 3.38% | 10-Yr Treas. Yield 3.97% Yields across the curve,...
03|02|2026
Leading Indicator Watch | February 27, 2026
Consumer Goods & Materials: Producer price index (PPI) rose 0.5% in January (MoM), up from 0.4% in December and higher than forecast. Rising wholesale prices are an early signal...
02|23|2026
Leading Indicator Watch | February 20, 2026
Consumer Goods & Materials: Core Personal Consumption Expenditure (PCE) price index rose 0.4% in January, up from 0.2% in December and higher than forecast. The annual measure increased 3.0%....
02|16|2026
Leading Indicator Watch | Feb. 13, 2026
This week all eyes were on Consumer Goods & Materials. Consumer Price Index (CPI) rose 0.2% in January, down from 0.3% in the previous month. The annual measure increased...
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...