06|21|2023
2023 Dark Days? | June 16, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Rates, FRB, CPI, Sentiment Markets climbed last week. Are dark days behind us or...
06|21|2023
Leading Indicator Watch | June 16, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yield Curve, S&P 500 The Consumer Price Index (YoY)(May) fell to 4% from 4.9% (Apr). The...
06|13|2023
Brewing Storm? | June 9, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, ISM, FRB, Rates, Oil, Jobs There was green on the screen to end the...
06|12|2023
Leading Indicator Watch | June 9, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yield Curve, Services, S&P 500 Again, the S&P 500 rose while Volatility fell slightly. The big story this week...
06|06|2023
Leading Indicator Watch | June 2, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Consumer Confidence, Yield Curve, Manufacturing, S&P 500 Although, the S&P 500 had a healthy rise, Consumer Confidence fell to...
05|31|2023
A Beating in the Storm? | May 26, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling, Chips, GDP, Rates Markets managed to eke out a win, but not...
05|30|2023
Leading Indicator Watch | May 26, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment While Unemployment and Housing had some brights spots, let’s...
05|24|2023
Debt Ceiling Moves | May 19, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling Markets gained on debt ceiling hopes last week. Is the worst behind...
05|22|2023
Leading Indicator Watch | May 19, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Retail Sales, Housing, Yield Curve, S&P 500 Much of the economic activity currently is focused on debt limits. One...
05|16|2023
War on Inflation | May 12, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling, Inflation, Banks The war on inflation took a little noticed hit last...