01|21|2025

Leading Indicator Watch | January 17, 2025

Consumer Goods & Materials: U.S. Core Consumer Price Index (CPI) (MoM) (Dec) data, which measures inflation less food and energy, rose just 0.2%, the smallest increase since August. Year-over-year,...

12|23|2024

Leading Indicator Watch | December 20, 2024

Consumer Goods & Materials: The Core PCE Price Index, which is the Federal Reserve’s preferred measure of inflation, rose only 0.1% (MoM)(Nov), better than expected. The year-over-year number remained...

11|20|2024

Back to Earth | Market Thoughts | Nov. 15, 2024

Markets came back down to earth this week. Is this a sign of a pullback or are we back to business as usual? Monday              S&P 500 0.10% | NASDAQ 0.06%...

11|18|2024

Leading Indicator Watch | November 15, 2024

Consumer Goods & Materials: Headline inflation numbers represented by the U.S. Consumer Price Index (CPI) (Oct) data came in as expected, rising 0.2% month-over-month. The annualized reading also met expectations,...

10|22|2024

Getting Warmer? | October 18, 2024

Markets heated up for a 5th consecutive week. Will the temperature rise from here or start cooling off? Monday              S&P 500 0.77% | NASDAQ 0.87% Trading resumed on a Federal...

10|21|2024

Leading Indicator Watch | October 18, 2024

Retail Sales: Retail sales picked up during the month of Sep (MoM), increasing from 0.1% to 0.4%. These numbers were slightly better than expected, and positive news for consumer...

09|23|2024

Leading Indicator Watch | September 20, 2024

Consumer Goods & Materials: Retail sales ticked up 0.1% (MoM) (Aug), beating expectations and continuing the positive momentum from previous months.  Be sure to check out more of last...

08|19|2024

Leading Indicator Watch | August 16, 2024

Retail Sales: Retail Sales (MoM)(Jul) increased 1.0%, beating expectations with the largest monthly increase since February of 2023. This indicates consumer spending and overall economic activity are currently on...

07|22|2024

Leading Indicator Watch | July 19, 2024

Our leading indicators this week focused on the S&P 500: The S&P 500 fell by 110.35 points, closing at 5,505.00 (up 15.41% YTD). Market volatility as measured by The...