11|16|2021

Consumer Powered Boom? | November 12, 2021

Markets gained on the week. As earnings slow down, will consumers be able to power a 4th quarter boom? Monday Markets opened the week with a sigh as the...

11|15|2021

Leading Indicator Watch | November 12, 2021

Highlights from the November 12th Leading Indicator Watch: U.S. Consumer Price Index (CPI) (YoY) (Oct) rose to 6.2%, which is the highest figure since 1990. Be sure to check...

11|09|2021

Delivering Gains! | November 5, 2021

Jobs, jobs, jobs… Markets are climbing as the job market is delivering! Will the gains hold? Monday Manufacturing PMI beat expectations to open the week. PMI came in at...

11|08|2021

Leading Indicator Watch | November 5, 2021

Highlights from the November 5th Leading Indicator Watch: Initial and continuing jobless claims fell to 269k and 2,105k, respectively. Non-farm payrolls (Oct) rose to 531k, beating estimates for the...

11|01|2021

Leading Indicator Watch | October 29, 2021

Highlights from the October 29th Leading Indicator Watch: The money supply, including time deposits, rose by $185B to $20.982T (Sept). Money supply is currently running 90.55% of current GDP....

10|26|2021

Is There A Storm Brewing? | October 22, 2021

Markets climbed nicely last week on the back of earnings, but is there a storm brewing? Monday In mixed market activity, the S&P 500 rose 0.3% on the day....

10|25|2021

Leading Indicator Watch | October 22, 2021

Highlights from the October 22nd Leading Indicator Watch: Building Permits fell to a one year low (MoM) (Sep) by 7.7%. Housing Starts dropped by 1.6% (MoM) (Sep). Existing home...

10|19|2021

Overblown Inflation? | October 15, 2021

Rates were more subdued last week. Has inflation been overblown or will rates continue to climb in response? Monday Investors attempted to move higher at the open of the...

10|18|2021

Leading Indicator Watch | October 15, 2021

News in employment and Consumer Sentiment lead our watch this week. Weekly initial jobless claims fell to 293k and JOLTs job openings (reporting for August) were lower than forecasts....

10|13|2021

Stagflation | October 8, 2021

Stagflation was all over the news this week. What could job data mean for future inflation? Monday Markets tumbled to open the week. This was driven by inflationary fears...