03|19|2024
Losing Ground | March 15, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, PPI, Oil, Retail Sales, Sentiment Markets lost ground for the second week. Does this say more...
03|18|2024
Leading Indicator Watch | March 15, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, PPI, Yields, S&P 500 Price data made headlines this past week: The Core Consumer Price Index (CPI)(Feb) rose...
02|21|2024
Back Slide | February 16, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, Earnings, Oil, Retail Sales, Housing, PPI Markets gave back much of the previous week’s profits....
02|21|2024
Leading Indicator Watch | February 16, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Housing, Yields, S&P 500 We are seeing some market volatility from the strength of the Consumer...
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...
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...
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...
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...