06|09|2020

Driving Hope Or Data? | June 5, 2020

Hope or data? What is driving the markets within shot of their all-time highs just months after being down 34%? Monday Markets rose for the day as ISM Manufacturing...

05|12|2020

Poor, But Strong Week | May 8, 2020

A strong week for markets came from a poor week in economic data. But why the rise as the economy fell? Monday Markets opened Monday down as they reacted...

Silver Lining

02|25|2020

Silver Lining | February 21, 2020

Earnings have been strong, however, COVID-19 seems to be stronger. Is there a silver lining?

Unemployment and Consumer Confidence

01|28|2020

Leading Indicator Watch | January 24, 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...

Manufacturing and Services

11|25|2019

Leading Indicator Watch | Nov. 22, 2019

Follow the trends that changed last week in the US markets. Click here to access our weekly Leading Indicator Watch.

Retail Consumer Sentiment

11|11|2019

Leading Indicator Watch | Nov. 8, 2019

Much of the data last week supported the strength in the market. Review our Leading Indicator Watch here.

economic activity

10|28|2019

Leading Indicator Watch | Oct. 25, 2019

Strong indicators last week led to strong market performance. Take a look at the data that supported market performance here.

manufacturing

09|30|2019

Leading Indicator Watch | September 27, 2019

Much of the data was positive last week, except stock performance. To view leading indicators, please click here.

Patience

09|09|2019

Leading Indicator Watch | September 6, 2019

Before I publish Market Thoughts this week, here are some economic indicators that caught my attention.  Click here to download the latest insights on economic activity and how they are impacting...