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...

06|30|2025

Leading Indicator Watch | June 27, 2025

Consumer Goods & Materials: Core PCE Price Index, which excludes food and energy, rose 0.2% (MoM)(May), with the annual reading increasing from 2.6% (Apr) to 2.7% (May). Both figures...

06|25|2025

Wild Ride | June 20, 2025

It was a wild ride last week, but markets remained with little change through it all. Will that wild ride continue? Monday                S&P 500 0.94% | NASDAQ 1.52% Markets...

06|23|2025

Leading Indicator Watch | June 20, 2025

#retailsales #consumerspending

06|16|2025

Leading Indicator Watch | June 13, 2025

Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.1% (MoM)(May), with the annual reading increasing from 2.3% (Apr) to 2.4% (May), which was better than expected. Producer Price...