03|08|2022
Volatility Again…| March 4, 2022
Markets moved lower last week, again. Is volatility telling us anything about what to expect for the next month? Monday We experienced a very modest day of movement on...
03|07|2022
Leading Indicator Watch | March 4, 2022
Highlights from the March 4th Leading Indicator Watch: Nonfarm Payrolls (Feb) spiked to 678k compared to the 400k expected. Initial jobless claims fell to 215k while continuing claims remained...
03|01|2022
Running in Place | February 25, 2022
Markets moved a lot to go absolutely nowhere last week. Should we expect markets to continue to run in place? Monday Happy President’s Day! Tuesday S&P 500 lost 1.01%...
02|28|2022
Leading Indicator Watch | February 25, 2022
Highlights from the February 25th Leading Indicator Watch: The money supply, including time deposits, rose by $202B to $21.840T (Jan). Money supply is currently running 91% of current GDP....
02|23|2022
Will the Clouds Part? | February 18, 2022
It was a rough week for markets. Volatility is up, but will it be here to stay or are the clouds soon to part? Monday Markets dropped at the...
02|22|2022
Leading Indicator Watch | February 18, 2022
Highlights from the February 18th Leading Indicator Watch: Retail sales (YoY)(Jan) rose 3.8% which came in well above forecasts of 2%. This is the highest figure since April 2021....
02|15|2022
Why So Sensitive? | February 11, 2022
The S&P 500 pulled back this week as a result of looming rate hikes and inflation data. Is the sensitivity due to panic or is the market preparing for...
02|14|2022
Leading Indicator Watch | February 11, 2022
Highlights from the February 11th Leading Indicator Watch: Inflation data drove markets lower this week with the highest reading since 1982. The CPI (YoY)(Jan) totaled 7.5%; Core CPI (YoY)(Jan)...
02|08|2022
Choppy Waters | February 4, 2022
The S&P 500 gained ground last week. Are markets calming down or should choppy waters be expected? Monday The week opened strong as the S&P 500 rallied 1.87% into...
02|07|2022
Leading Indicator Watch | February 4, 2022
Highlights from the February 4th Leading Indicator Watch: Initial jobless claims fell to 238k and continuing jobless claims fell to 1,628k. Nonfarm Payrolls (Jan) rose 467k where only a...