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...

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%...