07|21|2025
Leading Indicator Watch | July 18, 2025
Consumer Goods & Materials: Consumer Prices rose, but were generally in line with expectations. Consumer Price Index (CPI) (MoM) increased by 0.3% (Jun), up from 0.1% in May. Year-over-year...
07|14|2025
Leading Indicator Watch | July 11, 2025
Yield Curve: Yields ended the week higher, continuing the recent trend upward. 2-year yields rose from 3.88% to 3.90%. 10-year yields increased from 4.35% to 4.43%. Prices & rates...
07|07|2025
Leading Indicator Watch | July 3, 2025
Unemployment: Labor market news was front and center this week. Nonfarm Payrolls beat expectations, rising from 144K (May) to 147K (Jun). JOLTS job openings also outperformed, increasing from 7.395M...
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|17|2025
Firm Foundation? | June 13, 2025
Markets had a relatively smooth start to the week but finished a bit shaky. Has the foundation been laid for another growth cycle? Monday S&P 500 0.09% | NASDAQ...
06|16|2025
Leading Indicator Watch | June 13, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.1% (MoM)(May), with the annual reading increasing from 2.3% (Apr) to 2.4% (May), which was better than expected. Producer Price...
06|10|2025
Ride the Wave | June 6, 2025
The tide shifted in favor of equities again this week. Will markets continue to ride the wave? MondayS&P 500 0.41%| NASDAQ 0.67% ____We kicked off the month with Manufacturing...
06|09|2025
Leading Indicator Watch | June 6, 2025
Unemployment: Nonfarm Payrolls declined from 147K (Apr) to 139K (May), but were higher than forecast. The unemployment rate remained steady at 4.2% for the third consecutive month, indicating resilience...
06|02|2025
Leading Indicator Watch | May 30, 2025
Consumer Goods & Materials: Core PCE Price Index settled at 2.5% (YoY)(Apr), the lowest reading since 2021 for the Federal Reserve’s preferred measure of inflation. The monthly measurement remained...