12|02|2025
Holiday Cheer | November 28, 2025
November trading concluded at the end of a Holiday-shortened week for markets. Will holiday cheer propel markets higher in December? Monday S&P 500 1.55% | NASDAQ 2.69% Markets soared...
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...
10|20|2025
Leading Indicator Watch | October 17, 2025
Yield Curve: The yield curve steepened slightly this week. The 2-year Treasury slipped from 3.52% to 3.46%, while the benchmark 10-year eased from 4.05% to 4.02%, marking its lowest...
09|23|2025
Dot, Dot, Dot… | September 19, 2025
The Federal Reserve delivered its first rate cut in 2025. Will there be more to come before year-end? Monday S&P 500 0.47% | NASDAQ 0.94% Markets were upbeat coming...
09|22|2025
Leading Indicator Watch | September 19, 2025
Retail Sales: Retail Sales were up 0.6% (MoM)(Aug), increasing for the third consecutive month and better than expected. It is the foremost indicator of consumer spending, which accounts for...
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|21|2025
Leading Indicator Watch | July 18, 2025
Consumer Goods & Materials: Consumer Prices rose, but were generally in line with expectations. Consumer Price Index (CPI) (MoM) increased by 0.3% (Jun), up from 0.1% in May. Year-over-year...
06|25|2025
Wild Ride | June 20, 2025
It was a wild ride last week, but markets remained with little change through it all. Will that wild ride continue? Monday S&P 500 0.94% | NASDAQ 1.52% Markets...
05|19|2025
Leading Indicator Watch | May 16, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) (MoM)(Apr) rose 0.2%, less than the 0.3% forecast. Year-over-year it rose 2.3%, less than forecast and the lowest reading since February...