08|25|2025
Unemployment: Jobs data disappointed this week. Initial Jobless Claims rose from 224K to 235K, higher than expected. Continuing Jobless Claims also increased, climbing from 1,942K to 1,972K. Be sure...
08|19|2025
Broad markets rose higher again but with notable differences from the week prior. Is there a shift in sentiment as earnings season ends? Monday S&P 500 0.25% | NASDAQ...
08|18|2025
Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.2% (MoM)(Jul). The annual measure was 2.7%. Producer Price Index (PPI) climbed 0.9% (MoM)(Jul), higher than forecast. PPI measures prices...
08|11|2025
Manufacturing & Services: ISM Non-Manufacturing (Services) PMI slowed, missing expectations in July. It remained in expansion territory, however, with a reading of 50.1 (Jul) compared to 50.8 in June....
08|04|2025
Unemployment: Labor market data released this week came in softer than expected. Nonfarm Payrolls reported that 73K jobs were added in July, below the 106K expected. Unemployment Rate ticked...
07|28|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|21|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
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
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|07|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...
