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...
08|04|2026
Under Pressure | July 31, 2026
Markets took off last week after a deluge of economic announcements, particularly within the labor data. Are equity flows benefiting from an Early August Rush? Monday S&P 500 1.48% |...
08|03|2026
Leading Indicator Watch | July 31, 2026
Consumer Goods & Materials: Core PCE Price Index rose 0.1% in June (MoM), which was lower than the 0.2% forecast. The annual measure fell from 3.4% (May) to 3.3%...
07|31|2026
Step Back | July 24, 2026
Markets took a step back last week to assess the strength of corporate balance sheets. Will short-term economic risks be absorbed or will last week be a warning signal?...
07|31|2026
Leading Indicator Watch | July 24, 2026
Unemployment: Jobs data made headlines this week. Initial Jobless Claims fell from 209K to 187K, which was the lowest reading since 1969. Continuing Jobless Claims decreased from 1,798K to...
07|07|2026
Firepower | July 3,2026
Markets closed higher in a short trading week. Will the 2nd half of 2026 carry similar firepower? Monday S&P 500 1.18% | NASDAQ 2.07% Markets bounced following last week’s slide...
07|06|2026
Leading Indicator Watch | July 2, 2026
Unemployment: Jobs data were mixed this week. JOLTS Job Openings rose from 7.585M (Apr) to 7.59M (May)(MoM). The Nonfarm Payrolls report reflected a decline in jobs added from 129K...
06|30|2026
Sea of Red | June 26, 2026
It was a sea of red last week. Might the skies be parting and letting some green into those waters? Monday S&P 500 0.37% | NASDAQ 1.32% The week started...