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...
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...