11|21|2023
Whispers of The Path Ahead… November 17, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Moody’s, CPI, Retail It was a good week for growth. Whispers of recession seem to be fading,...
11|20|2023
Leading Indicator Watch | Nov. 17, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yields, S&P 500 The Consumer Price Index (CPI)(MoM) was unchanged in October resulting in a drop...
11|14|2023
Look Out Ahead! | November 10, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earnings, FRB, Rates The celebration continued as markets rose ahead of year end. Were there concerns that...
11|14|2023
Leading Indicator Watch | Nov. 10, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Housing, Yield, S&P 500, Consumer Sentiment The U.S. MBA 30-year Mortgage Rate fell to 7.61% after hovering around 7.86%...
11|07|2023
Pop the Champagne? | Nov. 3, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Earnings Pop the champagne, a rally has begun! Is it sustainable or should there be...
11|06|2023
Leading Indicator Watch | Nov. 3, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yield, Manufacturing & Services, S&P 500 The S&P 500 jumped 240.97 points (6.27%) this week, closing at 4,358.34 and...
10|31|2023
Markets Sliding… | October 27, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Earnings, GDP Last week saw markets officially move into correction territory. Is there more to come?...
10|30|2023
Leading Indicator Watch | Oct. 27, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Goods, Housing, Yields, Money Supply, Manufacturing & Services, S&P 500, Consumer Sentiment It was a mixed bag last week...
10|24|2023
More Storms Ahead? | Oct. 20, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Retail Sales, Housing, Jobs Equities and Bonds had a rough week. Is this a signal of more...
10|23|2023
Leading Indicator Watch | Oct. 20, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Retail Sales, Housing and Building, Yield Curve, S&P 500 The consumer continues to be the economic driver in this...