Author Archives: LSAConnect

Economic Update 4-28-2025 Economic data included a rise in durable goods orders and new home sales. On the negative side, existing home sales declined, as did consumer sentiment and the index of leading economic indicators. Stocks saw gains globally last … Continue reading →

On a Good Friday-shortened week, economic data included gains in retail sales, while industrial production and housing starts fell back. Equities experienced a slightly mellower week compared to the one prior, ending lower for U.S. large cap stocks, but a … Continue reading →

Economic Update 4-14-2025 Economic data included a significant pause in the U.S. administration’s total tariff policy, resulting in some relief of recession fears for now. Consumer price inflation came in slower than expected, with the year-over-year rates also declining, as … Continue reading →

Economic Update 4-07-2025 Economic data included the announcement of substantial global tariffs by the U.S. administration, which were taken negatively worldwide, but especially in the U.S. Other releases included a weakening of ISM manufacturing and services activity, and JOLTS job … Continue reading →

Financial markets were on pins and needles as ‘Liberation Day’ approached on Wednesday, after a volatile few weeks of uncertainty surrounding tariff policy. Despite news of a 10% global tariff rate being broadly applied, and a smorgasbord of individual country- … Continue reading →

Economic Update 3-24-2025 Economic data included the Federal Reserve keeping rates unchanged, with a balanced commentary about current conditions but noting uncertainty about the economic path ahead. Positive data came in from retail sales and industrial production, in addition to … Continue reading →

Economic Update 3-17-2025 Economic data included consumer and producer price inflation that came in a bit cooler, and better than expected, although the trend remains above target. Jobless claims fell, despite stress about federal layoffs and carryover to the private … Continue reading →

Economic Update 3-10-2025 Economic data included a lackluster but positive ISM manufacturing report, while ISM services again improved further into expansion. The employment situation report for February came in decently, within expectations, although the unemployment rate also rose slightly. Equities … Continue reading →

Economic Update 3-03-2025 Economic data included U.S. GDP for Q4-2024 coming in unchanged, but Q1 expectations were revised downward. Personal income and spending were strong, while PCE inflation continued to decelerate. Housing data was mixed with home prices continuing to … Continue reading →

Economic Update 2-24-2025 On a week shortened by President’s Day, economic data included mixed results for regional manufacturing, while leading economic indicators fell back from the prior month, as did consumer sentiment and home starts and sales. Equities fell back … Continue reading →