01|28|2026
Close Call | January 23, 2026
It was a close call this week for equity markets but they ended only slightly lower. Inflation measures and continued growth will battle it out in 2026 to determine...
01|26|2026
Leading Indicator Watch | January 23, 2026
GDP: Economic Growth was front and center this week as Gross Domestic Product (GDP)(Q3) exceeded expectations. It rose by 4.4%, compared to the forecast of 4.3%. Be sure to...
01|21|2026
Leading Indicator Watch | January 16, 2026
Consumer Goods & Materials: The Consumer Price Index (CPI) rose 0.3% (MoM) in December. The annual measure was up 2.7%. Both increases mirrored the numbers in November. Producer Price...
01|20|2026
Broad Shift | January 16, 2026
There was a noticeable shift in sectors this week. Does this represent a change of sentiment or a broad shift across asset classes? Monday S&P 500 0.16% | NASDAQ 0.26% S&P500...
01|13|2026
Leading Indicator Watch | January 09, 2026
Unemployment: Jobs were front and center this week. Nonfarm Payrolls showed an increase of only 50K jobs (Dec), missing the forecast. JOLTS Job Openings fell from 7.449M (Oct) to...
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...