09|22|2026
Fundamentally Sound | September 18, 2026
Equity markets rebounded late in the week with strong tech momentum and solid retail sales as the Federal Reserve raised rates by .25%. Will resilient consumer spending and corporate...
09|21|2026
Leading Indicator Watch | September 18, 2026
Retail Sales: Retail Sales data reflected underlying consumer durability. August Retail sales rose 1.2% (MoM), beating expectations and marking the best month-over-month increase since March. ** Be sure to...
08|17|2026
Leading Indicator Watch | August 14, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.1% in July (MoM), in line with the forecast. The annual measure...
06|22|2026
Leading Indicator Watch | June 19, 2026
Retail Sales: Retail Sales rose 0.9% in May (MoM), higher than forecast. The primary indicator of consumer spending was up from the 0.4% increase in April. Be sure to...
05|18|2026
Leading Indicator Watch | May 15, 2026
Consumer Goods & Materials: Consumer Price Index (CPI) continued its upward trend in April, rising 0.6% (MoM). The annual measure increased 3.8%, the highest level since 2023. Producer Price...
04|28|2026
Exit Ahead? | April 24, 2026
Markets reaccelerated towards the middle of the week. Will growth continue or will there be more looking ahead for the next exit? Monday S&P 500 0.24% | NASDAQ 0.26%...
04|27|2026
Leading Indicator Watch | April 24, 2026
Retail Sales: U.S. retail sales rose 1.7% in March (MoM), the strongest monthly increase since 2023. Excluding volatile gas, autos, and food, the measure rose by 0.6%. Retail Sales...
04|07|2026
Gaining Traction | April 3, 2026
Markets gained traction this week after several consecutive weeks of decline. Will there be a reversal of trends in Q2? Monday S&P 500 0.39% | NASDAQ 0.73% Markets started...
04|06|2026
Leading Indicator Watch | April 3, 2026
Unemployment: Jobs were front and center this week. Nonfarm Payrolls showed an increase of 178K jobs in March, which was better than expected. JOLTS job openings fell from 7.240...
03|09|2026
Leading Indicator Watch | March 06, 2026
Unemployment: Jobs data were front and center this week. Nonfarm Payrolls fell by 92K in February, reversing a three-month trend of positive job creation. Unemployment Rate ticked up from...