09|08|2026
Bigger Gains | September 4, 2026
Major averages advanced over the week as tech strength offset headwinds from surging energy prices and hawkish monetary policy expectations. Will persistent inflation signals and a strong labor market...
09|08|2026
Leading Indicator Watch | September 4, 2026
Unemployment: Jobs data were front and center this week. JOLTS Job Openings rose from 7.182M (Jun) to 7.271M (Aug). Nonfarm Payrolls jumped from 21K (Jul) to 162K (Aug), beating...
09|01|2026
Sticky Trends | August 28, 2026
Markets rebounded to post weekly gains as strong technology earnings balanced hawkish commentary from central bank leaders. Will sticky inflation trends and elevated borrowing costs continue to challenge equity...
08|31|2026
Leading Indicator Watch | August 28, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Core PCE Price Index rose 0.2% in July (MoM), in line with the forecast. The annual measure...
08|25|2026
Early Fall? | August 21, 2026
Markets turned negative this week as sentiment sent markets falling early. Are concerns for a higher for longer rate environment justified? Monday S&P 500 0.52% | NASDAQ 0.32% This week...
08|25|2026
Leading Indicator Watch | August 21, 2026
Housing and Building: Housing reports released this week indicate continued softness in the sector. Housing Starts were down 12.4% in July (MoM). The annualized number of new residential buildings...
08|18|2026
Rock the Boat? | August 14, 2026
Markets eked out gains this week with a mixed bag of data. Will sentiment stabilize outlook or will it end up rocking the boat? Monday S&P 500 0.06% | NASDAQ...
08|17|2026
Leading Indicator Watch | August 14, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.1% in July (MoM), in line with the forecast. The annual measure...
08|11|2026
Early August Rush | August 7, 2026
Markets took off last week after a deluge of economic announcements, particularly within the labor data. Are equity flows benefitting from an Early August Rush? Monday S&P 500 1.48% |...
08|10|2026
Leading Indicator Watch | August 7, 2026
Unemployment: Jobs data were front and center this week. Nonfarm Payrolls missed expectations, falling 23K in July. JOLTS Job Openings decreased from 7.537M (May) to 7.359M (Jun), which was...