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|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|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...
05|28|2025
Rising Temps | May 23, 2025
Markets pulled back this week. Will seasonal optimism and trends buoy markets for now? Monday S&P 500 0.09% | NASDAQ 0.02% Following a positive week for markets on the...
05|05|2025
Leading Indicator Watch | May 2, 2025
Unemployment: Jobs data were mixed this week. Nonfarm payrolls rose by 177,000 (Apr), exceeding the 138,000 forecasted. However, JOLTS job openings fell from 7.480M (Feb) to 7.192M (Mar), missing...
04|07|2025
Leading Indicator Watch | April 4, 2025
S&P 500: The S&P 500 declined by 506.86 points last week, closing at 5,074.08 and bringing its YTD return to -13.73%. This marked the index’s sharpest weekly pullback in...
03|10|2025
Leading Indicator Watch | March 7, 2025
Manufacturing & Services: February’s ISM data showed a divergence between sectors. Manufacturing PMI decreased from 50.9 to 50.3. Non-Manufacturing (Services) PMI rose from 52.8 to 53.5. 50 marks contraction/expansion. Be...
02|11|2025
Not so fast | February 7, 2025
Markets digested corporate earnings this week and lost more ground following last week’s fall. Can markets continue at a sprint or will it begin to slow down the pace?...
01|07|2025
Pop the Bubbly? | January 3, 2025
Markets finished the year higher, but growth faded for the month of December. Will the New Year continue to prosper markets or should we temper our expectations? Monday S&P...