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...
08|10|2026
Leading Indicator Watch | August 7, 2026
Unemployment: Jobs data were front and center this week. Nonfarm Payrolls missed expectations, falling 23K in July. JOLTS Job Openings decreased from 7.537M (May) to 7.359M (Jun), which was...
08|03|2026
Leading Indicator Watch | July 31, 2026
Consumer Goods & Materials: Core PCE Price Index rose 0.1% in June (MoM), which was lower than the 0.2% forecast. The annual measure fell from 3.4% (May) to 3.3%...
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...
07|06|2026
Leading Indicator Watch | July 2, 2026
Unemployment: Jobs data were mixed this week. JOLTS Job Openings rose from 7.585M (Apr) to 7.59M (May)(MoM). The Nonfarm Payrolls report reflected a decline in jobs added from 129K...
06|29|2026
Leading Indicator Watch | June 26, 2026
Consumer Goods & Materials: Core PCE Price Index rose 0.3% (MoM)(May). The annual measure increased 3.4%, up from 3.3% in April and the highest level since 2023. Core PCE...
06|22|2026
Leading Indicator Watch | June 19, 2026
Retail Sales: Retail Sales rose 0.9% in May (MoM), higher than forecast. The primary indicator of consumer spending was up from the 0.4% increase in April. Be sure to...
06|16|2026
Leading Indicator Watch | June 12, 2026
Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.5% (MoM)(May). The annual measure increased 4.2% the highest level since 2023. Producer Price Index (PPI) climbed 1.1% (MoM)(May). The...
06|09|2026
Higher for Longer? | June 5, 2026
Markets were dealt a blow this week, particularly in growth stocks. Will margins prove to be resilient in a higher for longer rate environment? Monday S&P 500 0.26% |...
06|08|2026
Leading Indicator Watch | June 5, 2026
Unemployment: Jobs were front and center this week. JOLTS Job Openings beat the forecast, rising from 6.8873 (Mar) to 7.618M (Apr). Nonfarm Payrolls also outperformed, although declining slightly from...