Momentum

02|13|2024

Market Momentum? | February 9, 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...

02|12|2024

Leading Indicator Watch | February 9, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Yields, Services, S&P 500 Let’s talk about the S&P 500 performance in our Leading Indicator Watch: The S&P 500...

02|06|2024

Driving Force of Markets | Feb 2, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, EARNINGS, JOBS, RATES   The week landed in the green again! Is the driving force of that...

labor market

02|05|2024

Leading Indicator Watch | Feb. 2, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Yields, Manufacturing, S&P 500, Consumer Sentiment Jobs data surprised markets this past week. Nonfarm Payrolls (Jan) well-surpassed expectations with...

01|29|2024

Leading Indicator Watch | January 26, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, GDP, Housing and Building, Yields, M2 Money Supply, S&P 500 Gross Domestic Product (GDP)(QoQ)(Q4) exceeded expectations, rising by...

01|22|2024

Leading Indicator Watch | January 19, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Retail Sales, Mortgages, Yields, S&P 500 MBA Mortgage Applications (WoW) rose 10.4% for the week on the back of...

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...

suffering

01|09|2024

Is 2024 A Year of Suffering? | Jan. 5, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, Jobs    The year is starting in the red. Is that reason to think...

Jobs

01|08|2024

Leading Indicator Watch | January 5, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Yields, Manufacturing & Services, S&P 500 The labor market showed mixed signs between softening and strength this week....

rally

12|27|2023

Green Santa? | December 22, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, FDX, Oil, Jobs, PCE    The week ended in the green as the Santa Claus Rally...