03|05|2025

Risk-on vs Risk-off | February 28, 2025

  Markets had little appetite for riskier asset classes this week. Will a more cautious approach win out in the foreseeable future?   Monday               S&P 500 -0.50% | NASDAQ -01.21%...

03|03|2025

Leading Indicator Watch | February 28, 2025

Consumer Goods & Materials: The Core PCE Price Index (Jan) (MoM) rose 0.3%, as expected. The index increased by 2.6% YoY, the lowest since last July. Core PCE, which...

02|25|2025

Reduced Speed | February 21, 2025

Markets pushed lower this week due to possible fears of a slowdown. Will momentum come to a complete halt or are we seeing signs of slower traffic on the...

02|25|2025

Leading Indicator Watch | February 21, 2025

Housing and Building: Housing starts (MoM) (Jan), which measures the change in the number of new constructions underway, declined 9.8%. The annualized number came in at 1.366M, less than...

02|19|2025

Wait and See? | February 14, 2025

Markets moved higher to cap off the week. Will tariff negotiations become a new norm or will they be delayed just a little bit longer? Monday               S&P 500 0.67%...

02|18|2025

Leading Indicator Watch | February 14, 2025

Consumer Goods & Materials: Price data made headlines this past week. U.S. Consumer Price Index (CPI)(MoM)(Jan) jumped 0.5%, higher than forecast. The year-over-year number climbed to 3.0%. U.S. Producer...