05|19|2025
Leading Indicator Watch | May 16, 2025
Consumer Goods & Materials: Consumer Price Index (CPI) (MoM)(Apr) rose 0.2%, less than the 0.3% forecast. Year-over-year it rose 2.3%, less than forecast and the lowest reading since February...
05|12|2025
Leading Indicator Watch | May 9, 2025
Manufacturing & Services: ISM Non-Manufacturing (Services) PMI increased to 51.6 (Apr) from 50.8 (Mar), exceeding expectations. April marked the 10th consecutive month of expansion for the sector. 50 marks...
05|07|2025
Monthly Market Monitor | April-2025
Monthly numbers for the stock market did not prove as bad as the intra-month swings. Digging into the monitor data, can we glean the path ahead? Fixed Income: 2-Yr...
05|05|2025
Leading Indicator Watch | May 2, 2025
Unemployment: Jobs data were mixed this week. Nonfarm payrolls rose by 177,000 (Apr), exceeding the 138,000 forecasted. However, JOLTS job openings fell from 7.480M (Feb) to 7.192M (Mar), missing...
04|30|2025
Time to Celebrate? | April 25, 2025
Markets popped the confetti this week. Is the hype with merit or is it too early to celebrate? Monday S&P 500 2.36% | NASDAQ 2.55% In an otherwise uneventful...
04|28|2025
Leading Indicator Watch | April 25, 2025
Housing and Building: Existing Home Sales declined to 4.02M (Mar) from 4.27M (Feb), reflecting a month-over-month drop of 5.9%. Building permits increased from 1.459M (Feb) to 1.467M (Mar), but...
04|22|2025
Deep Breath | April 18, 2025
Trading was less volatile this week but fell lower. Are markets becoming more patient or are they just taking a breather? Monday S&P 500 0.79% | NASDAQ 0.64% Trading...
04|21|2025
Leading Indicator Watch | April 18, 2025
Retail Sales: Retail Sales (MoM)(Mar) jumped 1.4%, the largest monthly increase since January 2023. Core Retail Sales (MoM)(Mar) were also positive, though the increase was a more modest 0.5...
04|15|2025
Clear Skies? | April 11, 2025
There were some bright spots for markets this week but not without their share of volatility. Are there more storms brewing or will there be some daylight soon? ` Monday ...
04|14|2025
Leading Indicator Watch | April 11, 2025
In reviwing Core Consumer Prices (excluding volatile food and energy), they rose just 0.1% in March which were below expectations and the smallest monthly increase since June 2024. On...