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...
12|08|2025
Leading Indicator Watch | December 5, 2025
Manufacturing & Services: ISM Manufacturing PMI slipped from 48.7 (Oct) to 48.2 (Nov), marking a ninth straight month of contraction. Meanwhile, Services PMI inched up from 52.4 to 52.6,...
09|29|2025
Leading Indicator Watch | September 26, 2025
Consumer Goods & Materials: Core PCE Price Index (PCE) rose 0.2% (MoM)(Aug), matching expectations. On a year-over-year basis, inflation held steady at 2.9% (Aug). The Fed’s preferred inflation gauge...
09|02|2025
Leading Indicator Watch | August 29, 2025
Consumer Goods & Materials: Core PCE Price Index rose 0.3% (MoM)(Jul) for the 2nd month in a row. The annual measure ticked up from 2.8% (Jun) to 2.9% (Jul)....
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...
06|30|2025
Leading Indicator Watch | June 27, 2025
Consumer Goods & Materials: Core PCE Price Index, which excludes food and energy, rose 0.2% (MoM)(May), with the annual reading increasing from 2.6% (Apr) to 2.7% (May). Both figures...
06|02|2025
Leading Indicator Watch | May 30, 2025
Consumer Goods & Materials: Core PCE Price Index settled at 2.5% (YoY)(Apr), the lowest reading since 2021 for the Federal Reserve’s preferred measure of inflation. The monthly measurement remained...
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...