04|02|2024
Steady As She Goes…| March 29, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Housing Data, Durable Goods, GDP, Sentiment, PCE Markets were little changed for the week. Is this a...
03|05|2024
Next Move…| March 1, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, housing, earnings, GDP, PCE, Manufacturing Markets advanced on the week, but was there a tell about the...
03|04|2024
Leading Indicator Watch | March 1, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Goods, Housing, Yields, Money Supply, S&P 500, Consumer Sentiment The U. of Michigan Consumer Sentiment fell to 76.9...
01|30|2024
Is There Any Hope? | January 26, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earning, GDP, Rates, PCE Equities advanced and the economy looked strong in the fourth quarter. Does...
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|02|2024
Leading Indicator Watch | Dec. 29, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Yields, S&P 500, Consumer Confidence The S&P 500 rose 15.20 points this week, closing at 4,769.83. The...
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...
12|26|2023
Leading Indicator Watch | Dec. 22, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Yields, Housing, S&P 500, Consumer Confidence The PCE Price Index (YoY)(Nov) fell lower to 2.6% from 2.9%...
12|05|2023
Will Santa Deliver? | Dec. 1, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Homes, FRB, GDP, PCE Markets rose for the week. Will Santa fizzle out or make good...
10|02|2023
Leading Indicator Watch | Sept. 29, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment As the focus remains on the direction of consumer...