07|28|2025
Leading Indicator Watch | July 25, 2025
Housing and Building: Housing data disappointed this week, as Existing Home Sales fell 2.7% in June (MoM). The annualized number dropped to 3.93M, the lowest level since September 2024....
07|22|2025
Making Hay | July 18, 2025
Earnings season is upon us, and optimism has equity markets surging. Will corporate earnings push sentiment higher? Monday S&P 500 0.14% | NASDAQ 0.27% Tariffs on imports were announced...
07|21|2025
Leading Indicator Watch | July 18, 2025
Consumer Goods & Materials: Consumer Prices rose, but were generally in line with expectations. Consumer Price Index (CPI) (MoM) increased by 0.3% (Jun), up from 0.1% in May. Year-over-year...
07|15|2025
Coming into Focus | July 11, 2025
Markets tossed and turned throughout the week but saw only minor losses. Will increasing guidance on trade and monetary policy give some clarity through the summer? Monday S&P 500...
07|14|2025
Leading Indicator Watch | July 11, 2025
Yield Curve: Yields ended the week higher, continuing the recent trend upward. 2-year yields rose from 3.88% to 3.90%. 10-year yields increased from 4.35% to 4.43%. Prices & rates...
07|09|2025
Lighting a Fuse | July 4, 2025
Markets celebrated a strong close to the 2nd quarter. Will we see fireworks for the start of the 3rd quarter? Monday S&P 500 0.52% | NASDAQ 0.47% Markets finished...
07|07|2025
Leading Indicator Watch | July 3, 2025
Unemployment: Labor market news was front and center this week. Nonfarm Payrolls beat expectations, rising from 144K (May) to 147K (Jun). JOLTS job openings also outperformed, increasing from 7.395M...
07|02|2025
Monthly Market Monitor | June – 2025
Monitoring the Markets this last month was some fun for sure. Gains mounted from May into a strong June. Can those gains be sustained? Fixed Income: 2-Yr Treas Yield...
07|01|2025
Picking Up Steam | June 27, 2025
Markets saw opportunities this week for a rally. Could this growth cycle be picking up steam? Monday S&P 500 0.96% | NASDAQ 0.94% Markets responded optimistically as hopes...
06|30|2025
Leading Indicator Watch | June 27, 2025
Consumer Goods & Materials: Core PCE Price Index, which excludes food and energy, rose 0.2% (MoM)(May), with the annual reading increasing from 2.6% (Apr) to 2.7% (May). Both figures...