03|03|2026
Short but Not So Sweet | February 27, 2026
Bond yields fell last week as major equity benchmarks slipped. Will March steady markets after a short, but not-so-sweet, February? Monday S&P 500 1.04% | NASDAQ 1.13% All major...
03|02|2026
Leading Indicator Watch | February 27, 2026
Consumer Goods & Materials: Producer price index (PPI) rose 0.5% in January (MoM), up from 0.4% in December and higher than forecast. Rising wholesale prices are an early signal...
02|02|2026
Leading Indicator Watch | January 30, 2026
Consumer Confidence: CB Consumer Confidence dropped sharply in January, falling from 94.2 (MoM)(Dec) to 84.5, the lowest level since 2014. This reading reflects a decline in consumer confidence in...
01|21|2026
Leading Indicator Watch | January 16, 2026
Consumer Goods & Materials: The Consumer Price Index (CPI) rose 0.3% (MoM) in December. The annual measure was up 2.7%. Both increases mirrored the numbers in November. Producer Price...
12|01|2025
Leading Indicator Watch | November 28, 2025
Retail Sales: The delayed September Retail Sales report showed an increase of only 0.2% (MoM), which was less than expected following a 0.6% rise in August. It is the...
09|16|2025
Fuel to the Fire | September 12, 2025
Markets jumped this week, specifically with large-cap growth companies. Will a rate cut fuel more gains in the near-term? Monday S&P 500 0.21% | NASDAQ 0.45% This week is “inflation...
08|18|2025
Leading Indicator Watch | August 15, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.2% (MoM)(Jul). The annual measure was 2.7%. Producer Price Index (PPI) climbed 0.9% (MoM)(Jul), higher than forecast. PPI measures prices...
07|22|2025
Making Hay | July 18, 2025
Earnings season is upon us, and optimism has equity markets surging. Will corporate earnings push sentiment higher? Monday S&P 500 0.14% | NASDAQ 0.27% Tariffs on imports were announced...
06|16|2025
Leading Indicator Watch | June 13, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.1% (MoM)(May), with the annual reading increasing from 2.3% (Apr) to 2.4% (May), which was better than expected. Producer Price...
05|20|2025
Room to Run? | May 16, 2025
Markets came out fast to start the week and ended solidly in the green. Does the economy still have some room to run? Monday S&P 500 3.26% | NASDAQ...