03|05|2025

Monthly Market Monitor | February – 2025

Monthly data diverged between fixed income and equities for February. In monitoring the situation, will markets continue to run in opposite directions?  Fixed Income: 2-Yr Treas Yield 3.99% |...

03|03|2025

Leading Indicator Watch | February 28, 2025

Consumer Goods & Materials: The Core PCE Price Index (Jan) (MoM) rose 0.3%, as expected. The index increased by 2.6% YoY, the lowest since last July. Core PCE, which...

02|04|2025

Deep Dive | January 31, 2025

Markets fell through the week on fears of global competition. Will we get back to the status quo or is this a sign of things to come? Monday               S&P...

12|23|2024

Leading Indicator Watch | December 20, 2024

Consumer Goods & Materials: The Core PCE Price Index, which is the Federal Reserve’s preferred measure of inflation, rose only 0.1% (MoM)(Nov), better than expected. The year-over-year number remained...

12|03|2024

High Tide? | November 29, 2024

Market levels rose this week and closed the month of November at all-time highs. Will this trend continue, or will the tide subside? Monday              S&P 500 0.30% | NASDAQ 0.27%...

12|02|2024

Leading Indicator Watch | November 29, 2024

Consumer Goods & Materials: The Core PCE Price Index (YoY) (Oct) ticked up to 2.8%. The month-over-month reading stayed steady at 0.3%. This is the Federal Reserve’s preferred measure...

11|04|2024

Leading Indicator Watch | November 1, 2024

Unemployment: Nonfarm payrolls measured only 12K jobs added in October, far below expectations and the lowest number in nearly four years. There is speculation that the poor reading was...

09|30|2024

Leading Indicator Watch | September 27, 2024

Consumer Goods & Materials: The core PCE price index (less food and energy) rose 0.1% (MoM (Aug), which was slightly lower than expected. Year-over-year, the index rose 2.7% (Aug)....