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...
09|14|2026
Leading Indicator Watch | September 11, 2026
Consumer Goods & Materials: Inflation Data was front and center this week. Consumer Price Index (CPI) rose 0.4% in August (MoM), in line with the forecast. The annual measure...
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...