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...
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...