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...

markets cheered

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...