03|04|2026
Monthly Market Monitor | February – 2026
It was a wild ride on the monitor last month. How have Markets Shifted? Fixed Income: 2-Yr Treas Yield 3.38% | 10-Yr Treas. Yield 3.97% Yields across the curve,...
03|03|2026
Short but Not So Sweet | February 27, 2026
Bond yields fell last week as major equity benchmarks slipped. Will March steady markets after a short, but not-so-sweet, February? Monday S&P 500 1.04% | NASDAQ 1.13% All major...
03|02|2026
Leading Indicator Watch | February 27, 2026
Consumer Goods & Materials: Producer price index (PPI) rose 0.5% in January (MoM), up from 0.4% in December and higher than forecast. Rising wholesale prices are an early signal...
02|24|2026
Changing Landscape | February 20, 2026
Markets climbed higher this week following President’s Day. Will markets continue to balance risk-on assets in the changing landscape? Monday S&P 500 0.00% | NASDAQ 0.00% Markets Closed in...
02|23|2026
Leading Indicator Watch | February 20, 2026
Consumer Goods & Materials: Core Personal Consumption Expenditure (PCE) price index rose 0.4% in January, up from 0.2% in December and higher than forecast. The annual measure increased 3.0%....
02|17|2026
Tough Love | Market Thoughts | Feb. 13, 2026
This week was a lot of tough love for the technology sector. Will gains continue to be made elsewhere? Monday S&P 500 0.47% | NASDAQ 0.90% Momentum built to...
02|16|2026
Leading Indicator Watch | Feb. 13, 2026
This week all eyes were on Consumer Goods & Materials. Consumer Price Index (CPI) rose 0.2% in January, down from 0.3% in the previous month. The annual measure increased...
02|10|2026
Under the Microscope | February 6, 2026
A rollercoaster week for equities but volatility did fade. Will leadership continue in value stocks as growth is under the microscope? Monday S&P 500 0.54% | NASDAQ 0.56% The...
02|10|2026
Leading Indicator Watch | February 6, 2026
Unemployment: Jobs data were front and center this week. Initial Jobless Claims jumped from 209K to 231K. Continuing Jobless Claims rose from 1,819K to 1,844K. JOLTS Job Openings dropped...
02|06|2026
Monthly Market Monitor | January – 2026
Markets were little changed last month. But a quick look at the monitor shows us that there may be a changing of the guard… Fixed Income: 2-Yr Treas Yield...