10|19|2026
Leading Indicator Watch | October 16, 2026
Consumer Goods and Materials: The Producer Price Index (PPI) rose 1.3% MoM in September, well above estimates of +0.5% and the largest increase so far this year. (BLS) Consumer...
10|14|2026
Kick into Gear | October 9, 2026
U.S. benchmark averages surged to fresh record highs this week, overcoming mid-week bond yield volatility and FOMC meeting meetings. Will robust corporate profitability continue to drive markets even higher...
10|13|2026
Leading Indicator Watch | October 9, 2026
Yield Curve: The yield curve flattened slightly. The 2-year yield fell from 4.83% to 4.80%, The benchmark 10-year yield dropped from 5.28% to 5.24%, though it reached 5.31% on...
10|06|2026
Latitude | October 2, 2026
U.S. equity markets navigated early-week volatility and multi-decade highs in bond yields before staging a powerful Friday rally. Will moderating labor demand and cooling inflation readings provide the Federal...
10|05|2026
Leading Indicator Watch | October 2, 2026
Unemployment: Jobs were front and center this week. Nonfarm Payrolls reflected 29K jobs added (Sep), fewer than the 89K forecast. JOLTS Job openings declined from 7.335M (Jul) to 7.079M...
09|29|2026
Boom or Bust | September 25, 2026
Major equity averages posted solid weekly gains as tech mega-caps and easing crude oil prices propelled benchmark indices higher. As long-term Treasury yields have reached multi-year peaks, are equities...
09|28|2026
Leading Indicator Watch | September 25, 2026
Manufacturing & Services: S&P Global preliminary Manufacturing PMI numbers project an increase in September from 53.9 (Aug) to 57.0. Non-Manufacturing (Services) PMI is expected to grow from 56.5 (Aug)...
09|22|2026
Fundamentally Sound | September 18, 2026
Equity markets rebounded late in the week with strong tech momentum and solid retail sales as the Federal Reserve raised rates by .25%. Will resilient consumer spending and corporate...
09|21|2026
Leading Indicator Watch | September 18, 2026
Retail Sales: Retail Sales data reflected underlying consumer durability. August Retail sales rose 1.2% (MoM), beating expectations and marking the best month-over-month increase since March. ** Be sure to...
09|15|2026
Market Test | September 11, 2026
In a holiday-shortened trading week, major equity indices pulled back from recent highs before staging a strong Friday rebound. Will elevated energy costs and upcoming monetary policy decisions test...