07|29|2025

New Peaks | July 25, 2025

Trade deals were made this week, and markets took note. Will the trend continue as more deals are ironed out? Monday               S&P 500 0.14% | NASDAQ 0.38% Monday’s trading...

07|28|2025

Leading Indicator Watch | July 25, 2025

Housing and Building: Housing data disappointed this week, as Existing Home Sales fell 2.7% in June (MoM). The annualized number dropped to 3.93M, the lowest level since September 2024....

07|22|2025

Making Hay | July 18, 2025

Earnings season is upon us, and optimism has equity markets surging. Will corporate earnings push sentiment higher? Monday               S&P 500 0.14% | NASDAQ 0.27% Tariffs on imports were announced...

07|21|2025

Leading Indicator Watch | July 18, 2025

Consumer Goods & Materials: Consumer Prices rose, but were generally in line with expectations. Consumer Price Index (CPI) (MoM) increased by 0.3% (Jun), up from 0.1% in May. Year-over-year...

07|15|2025

Coming into Focus | July 11, 2025

Markets tossed and turned throughout the week but saw only minor losses. Will increasing guidance on trade and monetary policy give some clarity through the summer? Monday               S&P 500...

07|14|2025

Leading Indicator Watch | July 11, 2025

Yield Curve: Yields ended the week higher, continuing the recent trend upward. 2-year yields rose from 3.88% to 3.90%. 10-year yields increased from 4.35% to 4.43%. Prices & rates...

07|09|2025

Lighting a Fuse | July 4, 2025

Markets celebrated a strong close to the 2nd quarter. Will we see fireworks for the start of the 3rd quarter? Monday               S&P 500 0.52% | NASDAQ 0.47% Markets finished...

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...

07|02|2025

Monthly Market Monitor | June – 2025

Monitoring the Markets this last month was some fun for sure. Gains mounted from May into a strong June. Can those gains be sustained? Fixed Income: 2-Yr Treas Yield...

07|01|2025

Picking Up Steam | June 27, 2025

Markets saw opportunities this week for a rally. Could this growth cycle be picking up steam?          Monday               S&P 500 0.96% | NASDAQ 0.94% Markets responded optimistically as hopes...