03|24|2026
Storm Ahead? | March 20, 2026
Markets started strong but faded on the back of oil. Should the storm continue or is there light ahead? Monday S&P 500 1.01% | NASDAQ 1.22% Both bond and...
03|23|2026
Leading Indicator Watch | March 20, 2026
Consumer Goods & Materials: Producer Price Index (PPI) rose 0.7% in February (MoM), higher than forecast and the top reading since last July. The annual measure increased 3.4%. PPI...
03|16|2026
Leading Indicator Watch | March 13, 2026
Housing peaked our interest this week as a positive economic indicator: Existing Home Sales rose 1.7% in February (MoM). The annualized measure increased 4.09M, up from 4.02M in January...
03|09|2026
Leading Indicator Watch | March 06, 2026
Unemployment: Jobs data were front and center this week. Nonfarm Payrolls fell by 92K in February, reversing a three-month trend of positive job creation. Unemployment Rate ticked up from...
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...