09|08|2025

Leading Indicator Watch | September 5, 2025

Unemployment: Jobs were front and center this week, with several indicators pointing to a softer labor market. Nonfarm Payrolls slowed, falling from 79K (July) to 22K (Aug). JOLTS Job...

08|12|2025

Full Swing | August 8, 2025

Markets swung back to the positive this week with news on the tariff and corporate earnings front. Will the 3rd quarter shape up to be just as strong as...

08|11|2025

Leading Indicator Watch | August 8, 2025

Manufacturing & Services: ISM Non-Manufacturing (Services) PMI slowed, missing expectations in July. It remained in expansion territory, however, with a reading of 50.1 (Jul) compared to 50.8 in June....

07|07|2025

Leading Indicator Watch | July 3, 2025

Unemployment: Labor market news was front and center this week. Nonfarm Payrolls beat expectations, rising from 144K (May) to 147K (Jun). JOLTS job openings also outperformed, increasing from 7.395M...

06|10|2025

Ride the Wave | June 6, 2025

The tide shifted in favor of equities again this week. Will markets continue to ride the wave? MondayS&P 500 0.41%| NASDAQ 0.67% ____We kicked off the month with Manufacturing...

06|09|2025

Leading Indicator Watch | June 6, 2025

Unemployment: Nonfarm Payrolls declined from 147K (Apr) to 139K (May), but were higher than forecast. The unemployment rate remained steady at 4.2% for the third consecutive month, indicating resilience...