08|04|2025

Leading Indicator Watch | August 1, 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

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|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|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...

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...

06|23|2025

Leading Indicator Watch | June 20, 2025

#retailsales #consumerspending

06|16|2025

Leading Indicator Watch | June 13, 2025

Consumer Goods & Materials: Consumer Price Index (CPI) rose 0.1% (MoM)(May), with the annual reading increasing from 2.3% (Apr) to 2.4% (May), which was better than expected. Producer Price...

06|09|2025

Leading Indicator Watch | June 6, 2025

Unemployment: Nonfarm Payrolls declined from 147K (Apr) to 139K (May), but were higher than forecast. The unemployment rate remained steady at 4.2% for the third consecutive month, indicating resilience...