09|06|2023
Lost September? | September 1, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, China, Jobs, PCE, FRB Markets gained for the week but lost for the month. Which indication should...
05|30|2023
Leading Indicator Watch | May 26, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment While Unemployment and Housing had some brights spots, let’s...
05|01|2023
Leading Indicator Watch | April 28, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Goods, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment Heading the economic news from last week, our...
04|04|2023
Let the Celebration Begin | March 31, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, SVB, FRB, PCE Let the celebration begin as the banking crisis ends; or...
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....
02|27|2023
Leading Indicator Watch | February 24, 2023
Highlights from the February 24, 2023 Leading Indicator Watch: New Home Sales outpaced Existing Home Sales (Jan) with an increase of 7.2% and decrease of -0.7%, respectively (12th straight...
01|31|2023
Are Markets About to Falter? | January 27, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, GDP, PCE, PMI, Earnings Markets surged as earnings season rolled on last...
12|28|2022
Flat Rally??? | December 23, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Housing, BOJ, PCE The S&P 500 was flat last week. Is this...
12|27|2022
Leading Indicator Watch | December 23, 2022
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Building, Yield Curve, S&P 500, Consumer Sentiment Highlights from the December 23, 2022 Leading Indicator Watch: Building...