Investors are deluged daily with data about the economy. Invariably, the data does not emit consistent clues about the direction of the economy. It is important to remember that some data is classified as leading economic indicators that tend to move before changes in the overall economy (akin to a driver looking out front through the windshield). Other data is classified as coincident indicators, and the last group is classified as lagging indicators that tend to move after changes in the overall economy, (akin to a driver looking in the rearview mirror).

RECENT INSIGHTS

November 5, 2026

October was characterized by a sharp rotation in market leadership, as defensive and value-oriented areas advanced while technology and growth...

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October 14, 2026

Resilient economic growth, persistent inflation, elevated fiscal deficits, and an uncertain monetary policy outlook prompted investors to reprice the Treasury...

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September 10, 2026

August presented a mixed economic backdrop, as inflation remained above the Federal Reserve’s target, labor market conditions softened, and consumer...

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