05|21|2024

Heavy Markets | May 17, 2024

Markets saw heavy moves because of inflation data. What could carry the markets in the coming weeks? Monday                      S&P 500 0.02% | NASDAQ 0.29% There were no earnings reports or...

05|20|2024

Leading Indicator Watch | May 17, 2024

Retail Sales (MoM)(Apr) came in flat, which was lower than forecasts of an increase of .4%. The data indicates a slowing in consumer spending. Credit card balances outstanding (Q1...

04|23|2024

Expect Red…| April 19, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Retail Sales, Housing, Earnings, Tech   Markets sold consistently across the week. Is there more red to expect...

04|22|2024

Leading Indicator Watch | April 19, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Retail, Sales, Housing, Yields, S&P 500 Housing Starts (MoM)(Mar) fell -14.7% in the biggest slide for a month since...

03|19|2024

Losing Ground | March 15, 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|21|2024

Back Slide | February 16, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, Earnings, Oil, Retail Sales, Housing, PPI    Markets gave back much of the previous week’s profits....

Consumer

02|21|2024

Leading Indicator Watch | February 16, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Retail Sales, Housing, Yields, S&P 500 We are seeing some market volatility from the strength of the Consumer...

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...

victory

12|19|2023

Declaring Victory… | December 15, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, CPI, Retail Sales, Rates   The Fed declared victory over inflation Wednesday. Was that just a battle...

jumped

12|18|2023

Leading Indicator Watch | Dec. 15, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Retail Sales, Yields, S&P 500 The S&P 500 jumped 114.82 points this week, closing at 4,719.19 and is...