08|05|2025
Slow Down | August 1, 2025
Markets pushed down on the accelerator in July and set multiple records. Will the pace continue or is there a reduced speed warning ahead? Monday S&P 500 0.02% |...
08|04|2025
Leading Indicator Watch | August 1, 2025
Unemployment: Labor market data released this week came in softer than expected. Nonfarm Payrolls reported that 73K jobs were added in July, below the 106K expected. Unemployment Rate ticked...
07|28|2025
Leading Indicator Watch | July 25, 2025
Housing and Building: Housing data disappointed this week, as Existing Home Sales fell 2.7% in June (MoM). The annualized number dropped to 3.93M, the lowest level since September 2024....
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...