10|17|2022
Leading Indicator Watch | October 14, 2022
Highlights from the October 14, 2022 Leading Indicator Watch: The Core CPI rose 6.6% (YoY)(Sept) which marked the highest increase in over 40 years. This was the second such...
08|22|2022
Leading Indicator Watch | August 19, 2022
Highlights from the August 19, 2022 Leading Indicator Watch: Three primary indicators reported for housing – Building Permits, Housing Starts, and Existing Home sales — fell -1.3%, -9.6% and...
06|21|2022
Leading Indicator Watch | June 17, 2022
Highlights from the June 17th Leading Indicator Watch: Retail Sales (MoM)(May) fell -.3%, confirming inflation’s impact on discretionary spending (includes auto purchases). Core Retail rose .5% but was below expectations....
02|28|2022
Leading Indicator Watch | February 25, 2022
Highlights from the February 25th Leading Indicator Watch: The money supply, including time deposits, rose by $202B to $21.840T (Jan). Money supply is currently running 91% of current GDP....
02|22|2022
Leading Indicator Watch | February 18, 2022
Highlights from the February 18th Leading Indicator Watch: Retail sales (YoY)(Jan) rose 3.8% which came in well above forecasts of 2%. This is the highest figure since April 2021....
12|20|2021
Leading Indicator Watch | December 17, 2021
Highlights from the December 17th Leading Indicator Watch: Housing starts jumped by 11.8% (MoM)(Nov) for the first positive week in 3 months and building permits rose by 3.6% (MoM)(Nov)....
11|22|2021
Leading Indicator Watch | November 19, 2021
Highlights from the November 19th Leading Indicator Watch: Retail sales rose more than expected, 1.7% (Oct). The Capacity Utilization rate extended to 76.4% (Oct). Be sure to check out...
06|23|2020
Markets Diverge | June 19, 2020
Concerns have been increasing, as have the markets. When will this new correlation diverge? Monday Markets opened with a bang as they were off 2% at the open! Concern...
05|19|2020
Shifting Gears | May 15, 2020
Markets were like a shell game last week. While shifting gears, did Markets give us any queues about what is next? Monday Markets climbed on Monday despite starting the...
01|20|2020
Leading Indicator Watch | January 17, 2020
Before I publish Market Thought, let’s take a look at the leading indicators for last week. Please click here to see my notes and stay tuned for my weekly...