03|21|2022

Leading Indicator Watch | March 18, 2022

Highlights from the March 18th Leading Indicator Watch: The S&P 500 rose 258.81 points for the week, ending at 4,463.12 and is down 6.36% YTD. The VIX (CBOE Volatility...

03|14|2022

Leading Indicator Watch | March 11, 2022

Highlights from the March 11th Leading Indicator Watch: Preliminary Michigan Consumer Sentiment (March) fell to 59.7 from 62.8 with high prices continuing to persist amid geopolitical tensions. Be sure...

03|08|2022

Volatility Again…| March 4, 2022

Markets moved lower last week, again. Is volatility telling us anything about what to expect for the next month? Monday We experienced a very modest day of movement on...

03|07|2022

Leading Indicator Watch | March 4, 2022

Highlights from the March 4th Leading Indicator Watch: Nonfarm Payrolls (Feb) spiked to 678k compared to the 400k expected. Initial jobless claims fell to 215k while continuing claims remained...

02|28|2022

Leading Indicator Watch | February 25, 2022

Highlights from the February 25th Leading Indicator Watch: The money supply, including time deposits, rose by $202B to $21.840T (Jan). Money supply is currently running 91% of current GDP....

02|22|2022

Leading Indicator Watch | February 18, 2022

Highlights from the February 18th Leading Indicator Watch: Retail sales (YoY)(Jan) rose 3.8% which came in well above forecasts of 2%. This is the highest figure since April 2021....

02|14|2022

Leading Indicator Watch | February 11, 2022

Highlights from the February 11th Leading Indicator Watch: Inflation data drove markets lower this week with the highest reading since 1982. The CPI (YoY)(Jan) totaled 7.5%; Core CPI (YoY)(Jan)...

02|08|2022

Choppy Waters | February 4, 2022

The S&P 500 gained ground last week. Are markets calming down or should choppy waters be expected? Monday The week opened strong as the S&P 500 rallied 1.87% into...

02|07|2022

Leading Indicator Watch | February 4, 2022

Highlights from the February 4th Leading Indicator Watch: Initial jobless claims fell to 238k and continuing jobless claims fell to 1,628k. Nonfarm Payrolls (Jan) rose 467k where only a...

02|01|2022

The Inside Story | January 28, 2022

The S&P 500 and volatility were little changed week over week. The inside story, however, was far more interesting! Monday What. A. Monday… Markets ended the day higher. The...