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...
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...
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...
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...
07|17|2023
Leading Indicator Watch | July 14, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI Yield Curve, S&P 500, Consumer Sentiment Markets cheered the significant progress made towards cooling inflation for June this...
06|21|2023
2023 Dark Days? | June 16, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Rates, FRB, CPI, Sentiment Markets climbed last week. Are dark days behind us or...
06|21|2023
Leading Indicator Watch | June 16, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yield Curve, S&P 500 The Consumer Price Index (YoY)(May) fell to 4% from 4.9% (Apr). The...