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...

victory

12|19|2023

Declaring Victory… | December 15, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, CPI, Retail Sales, Rates   The Fed declared victory over inflation Wednesday. Was that just a battle...

jumped

12|18|2023

Leading Indicator Watch | Dec. 15, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Retail Sales, Yields, S&P 500 The S&P 500 jumped 114.82 points this week, closing at 4,719.19 and is...

path

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,...

Consumer

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...

consumer

10|18|2023

Leading Indicator Watch | October 13, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Yield Curve, S&P 500, Consumer Sentiment September’s increase in energy costs factored into the Consumer Price Index data...

fork

10|17|2023

Fork In The Road | October 13, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS:   S&P 500, NASDAQ, Oil, Rates, FRB, PPI, CPI The week was mixed. Is this a fork in the road? Which...

08|15|2023

Light in the Distance? | August 11, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Banking, China, CPI, PPI Markets have retreated for two weeks in a row. Should...

08|14|2023

Leading Indicator Watch | August 11, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, PPI, Yield Curve, S&P 500 This week’s indicators pointed to the direction of Consumer and Producer price changes.  The...

Markets rallied

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...