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...
05|15|2023
Leading Indicator Watch | May 12, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Yield Curve, S&P 500 Last week’s leading indicator watch highlighted Consumer Goods & Materials: Headline CPI (MoM)(Apr) rose...
04|18|2023
Modest Hikes Ahead? | April 14, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, PPI, FRB, Rates Markets grew modestly last week. What does the data...
04|17|2023
Leading Indicator Watch | April 14, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yield Curve, S&P 500 The S&P 500 rose 32.62 points and the VIX (CBOE Volatility Index)...
03|20|2023
Leading Indicator Watch | March 17, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Housing, Building, Yield Curve, S&P 500 Highlights from the March 17, 2023 Leading Indicator Watch: Housing...
03|07|2023
The Bad News Trend…| March 3, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, Retail Sales, PCE It was a good week for markets. Lately,...
02|28|2023
Back to Earth | February 24, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, Retail Sales, PCE Inflation pulled markets back to earth last week....