02|06|2024
Driving Force of Markets | Feb 2, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, EARNINGS, JOBS, RATES The week landed in the green again! Is the driving force of that...
02|05|2024
Leading Indicator Watch | Feb. 2, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yields, Manufacturing, S&P 500, Consumer Sentiment Jobs data surprised markets this past week. Nonfarm Payrolls (Jan) well-surpassed expectations with...
01|30|2024
Is There Any Hope? | January 26, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earning, GDP, Rates, PCE Equities advanced and the economy looked strong in the fourth quarter. Does...
01|29|2024
Leading Indicator Watch | January 26, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, GDP, Housing and Building, Yields, M2 Money Supply, S&P 500 Gross Domestic Product (GDP)(QoQ)(Q4) exceeded expectations, rising by...
01|23|2024
Haunted Market? | January 19, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Dollar, Rates, FRB Stock markets gained on the week despite rising interest rates. Will that come...
01|22|2024
Leading Indicator Watch | January 19, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Retail Sales, Mortgages, Yields, S&P 500 MBA Mortgage Applications (WoW) rose 10.4% for the week on the back of...
01|17|2024
Sustainably Higher??? | January 12, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, CPI, PPI The market rebounded last week. Is it a sustainable shift higher?...
01|17|2024
Leading Indicator Watch | January 12th, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, PPI, Yields, S&P 500 Our focus this week is in Consumer Goods & Materials; prices will continue to be...
01|09|2024
Is 2024 A Year of Suffering? | Jan. 5, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, Jobs The year is starting in the red. Is that reason to think...
01|08|2024
Leading Indicator Watch | January 5, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Housing, Yields, Manufacturing & Services, S&P 500 The labor market showed mixed signs between softening and strength this week....