07|25|2023
Deja Vue, or Something Different? | July 21, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Retail Sales, Earnings Tech lagged last week, like 2022. Was this Deja Vue,...
07|24|2023
Leading Indicator Watch | July 21, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Retail Sales, Housing, Yield Curve, S&P 500 The real estate market continues to ebb and flow with new data this...
07|18|2023
Don’t Pop the Champange! | July 14, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, FRB, Rates, PPI Markets rallied to levels not seen in 15 months! Do...
07|17|2023
Leading Indicator Watch | July 14, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI Yield Curve, S&P 500, Consumer Sentiment Markets cheered the significant progress made towards cooling inflation for June this...
07|11|2023
Light at the end of the tunnel? | July 7, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Will a short-trading week in the markets shine light on the 2nd half of...
07|10|2023
Leading Indicator Watch | July 7, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yield Curve, Manufacturing, Services, S&P 500 While continuing Jobless Claims fell to 1,720k from 1,733k. Initial jobless claims rose...
07|06|2023
Leading Indicator Watch | June 30, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Durable Goods, Housing, Yield Curve, Money Supply, S&P 500 We switched things up this week and got in the...
07|03|2023
Rally Anyone? | June 30, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Consumer Confidence, Goods Markets rallied again this past week. Will strong economic data...
06|26|2023
All Too Familiar Feeling | June 23, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ Markets retreated last week. More rate hikes bring a feeling of fear to markets...
06|26|2023
Leading Indicator Watch | June 23, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yield Curve, S&P 500, Housing, Manufacturing, Services We haven’t talked about housing in a while. It leads our indicators...