11|18|2025
Buck the Trend | November 14, 2025
The week started hot but ended mixed. Will markets buck the seasonal trend this year? Monday S&P 500 1.54% | NASDAQ 2.27% Monday provided little economic data as attention...
11|17|2025
Leading Indicator Watch | November 14, 2025
S&P 500: The S&P 500 rose 5.31 points this week, closing at 6,734.11 (up 14.49% YTD). The CBOE Volatility Index (VIX) held steady at 21.2. Overall market performance was...
11|11|2025
One Basket | Nov. 7, 2025 | Market Thoughts
Markets fell as big earnings reports hinted at an overvalued equity market. Was this week a reminder to not have all your eggs in one basket? Monday S&P 500...
11|10|2025
Leading Indicator Watch | Nov. 7, 2025
Indicators show ISM Manufacturing PMI fell from 49.1 (Sep) to 48.7 (Oct) contracting for the eighth consecutive month while Non-Manufacturing (Services) PMI climbed from 50.0 (Sep) to 52.4 (Oct)....
11|05|2025
Monthly Market Monitor | October – 2025
The month saw green across major metrics on the monitor. Could market growth have been better? Fixed Income: 2-Yr Treas Yield 3.60% | 10-Yr Treas. Yield 4.11% The yield...
11|04|2025
Partly Cloudy | October 31, 2025
Private sector data is guiding markets higher for now. Will markets have sufficient data for more gains as economic forecasts remain cloudy? Monday S&P 500 1.23% | NASDAQ 1.86%...
11|03|2025
Leading Indicator Watch | October 31, 2025
Consumer Confidence: Conference Board (CB) Consumer Confidence fell for the third consecutive month, decreasing from 95.6 (Sep) to 94.6 (Oct). Will consumers’ behavior reflect their sentiment, or will spending...
10|28|2025
Balance of Risks | October 24, 2025
Markets moved higher this week as they lean into earnings season. Will equities win out as markets continue to balance the risks? Monday S&P 500 1.07% | NASDAQ 1.37%...
10|27|2025
Leading Indicator Watch | October 24, 2025
Consumer Goods & Materials: Inflation pressures eased slightly in September as the Consumer Price Index (CPI) rose 0.3%, below the 0.4% forecast. The annual inflation rate ticked up to...
10|21|2025
Ups and Downs | October 17, 2025
Tensions subsided on the world stage this week but there was plenty of news to review close to home. Will strong corporate earnings and a rate cut stabilize markets...