01|08|2026
Monthly Market Monitor | December – 2025
The month of December came and went without markets moving much. Does this signal anything specific for 2026? We are monitoring the situation, see our thoughts below. Fixed Income:...
01|06|2026
The Rally That Never Was | January 2, 2026
Santa got left out in the cold this year. His Rally never materialized. Was that an omen for 2026 or is it meaningless? Monday S&P 500 0.35% | NASDAQ...
01|05|2026
Leading Indicator Watch | January 02, 2026
Housing and Building: Pending Home Sales rose 3.3% in November (MoM), which was the third consecutive increase in the number of homes under contract to be sold. Be sure...
12|30|2025
What Santa Brought for 2026 | December 26, 2025
The Santa Claus Rally is here! What has it brought us so far and what could it mean for 2026? Monday S&P 500 0.64% | NASDAQ 0.52% It was...
12|29|2025
Leading Indicator Watch | December 26, 2025
M2 Money Stock: The money supply held steady at $22.30T (Nov), now roughly 72% of current GDP. Meanwhile, advance GDP growth accelerated from 3.8% in Q2 to 4.3% in...
12|23|2025
A Tale of Two Halves | December 19, 2025
The week was a tale of two halves. The first half was cautious and the second half was fruitful, which will win out? Monday S&P 500 0.16% | NASDAQ...
12|22|2025
Leading Indicator Watch | December 19, 2025
Unemployment: Jobs data took center stage last week with the release of both October and November Nonfarm Payroll reports. Payrolls fell by 105K (Oct), then rebounded modestly with a...
12|17|2025
More but Less | December 12, 2025
The Federal Reserve cut rates 3 times in 2025. More rate cuts are going to happen, but less are forecasted in 2026. Monday S&P 500 0.35% | NASDAQ 0.14%...
12|15|2025
Leading Indicator Watch | December 12, 2025
Unemployment: Jobs data were mixed last week. Initial Jobless Claims jumped from 192K to 236K. Continuing Jobless Claims dropped from 1,937K to 1,838K. JOLTS Job Openings inched higher, increasing...
12|09|2025
Fed Decision in Focus | December 5, 2025
It was all about the economy this last week. That really means the Fed decision on December 10th was in focus. Monday S&P 500 0.53% | NASDAQ 0.38% US...