10|10|2023
Rearview Markets… | October 6, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ With September in the rearview mirror, markets turned a profit in the first week of October. What...
10|09|2023
Leading Indicator Watch | October 6, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Factory Orders, Yield Curve, Manufacturing & Services, S&P 500 Jobs, Jobs, and more Jobs… It was a week all...
10|03|2023
New Quarter, New Market? | Sept. 29, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Gov’t Shutdown Markets fell… again… Shocking I know, but a new quarter could bring a new...
10|02|2023
Leading Indicator Watch | Sept. 29, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment As the focus remains on the direction of consumer...
09|26|2023
Fed Cuts Hope! | Sept. 22, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates The Fed made a case for no cuts next year. Markets were hoping for cuts...
09|25|2023
Leading Indicator Watch | Sept. 22, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Housing, Building, Yield Curve, S&P 500 S&P 500 is our focus this week: The S&P 500 fell by -130.26 points...
09|19|2023
Short-Term Move… | September 15, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, fuel, FRB, UAW Markets moved lower even as inflationary data was encouraging. What does this mean in...
09|18|2023
Leading Indicator Watch | Sept. 15, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Retail Sales, Yield Curve, S&P 500, Consumer Sentiment Retail sales showed strength last month, but consumer sentiment could signal a...
09|12|2023
In the Red | September 8, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, China, Apple, Jobs Markets gave back half the gains for last week, starting the first week of...
09|11|2023
Leading Indicator Watch | Sept. 8, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Factory Orders, Yield Curve, Services, S&P 500 Yield Curve leads our discussion this week: 2’s & 10’s remain inverted....