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|01|2025
Bear Country | March 28, 2025
As our Country braces for trade tariffs, it seems that the Bears have taken control of markets. Should this persist? Monday S&P 500 1.76% | NASDAQ 2.27% The S&P...
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...
