06|08|2026

Leading Indicator Watch | June 5, 2026

Unemployment: Jobs were front and center this week. JOLTS Job Openings beat the forecast, rising from 6.8873 (Mar) to 7.618M (Apr). Nonfarm Payrolls also outperformed, although declining slightly from...

06|01|2026

Leading Indicator Watch | May 29, 2026

Consumer Goods & Materials: Core PCE Price Index continued its upward trend in April, rising 0.2% (MoM). The annual measure increased 3.3%, the highest level since 2023. Core PCE...

05|04|2026

Leading Indicator Watch | May 1, 2026

Consumer Goods & Materials: Core PCE Price Index slowed from 0.4% in February to 0.3% in March (MoM). The annual measure increased 3.2%, which was up from February but...

04|13|2026

Leading Indicator Watch | April 10, 2026

Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.9% (MoM)(Mar), which followed a 0.3% increase in February. The annual measure increased 3.3%, up from a 2.4% reading in February. The increase is...

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|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,...

02|24|2026

Changing Landscape | February 20, 2026

Markets climbed higher this week following President’s Day. Will markets continue to balance risk-on assets in the changing landscape? Monday               S&P 500 0.00% | NASDAQ 0.00% Markets Closed in...

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%....

01|28|2026

Close Call | January 23, 2026

It was a close call this week for equity markets but they ended only slightly lower. Inflation measures and continued growth will battle it out in 2026 to determine...

01|26|2026

Leading Indicator Watch | January 23, 2026

GDP: Economic Growth was front and center this week as Gross Domestic Product (GDP)(Q3) exceeded expectations. It rose by 4.4%, compared to the forecast of 4.3%.  Be sure to...