05|24|2023

Debt Ceiling Moves | May 19, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Debt Ceiling Markets gained on debt ceiling hopes last week. Is the worst behind...

05|22|2023

Leading Indicator Watch | May 19, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Retail Sales, Housing, Yield Curve, S&P 500 Much of the economic activity currently is focused on debt limits. One...

05|16|2023

War on Inflation | May 12, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Debt Ceiling, Inflation, Banks The war on inflation took a little noticed hit last...

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...

05|09|2023

Fed Turmoil | May 5, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, JPM, Rates, Jobs The Fed raised rates again… With the Fed’s hiking cycle ending...

05|08|2023

Leading Indicator Watch | May 5, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Goods, Yield Curve, Manufacturing, Services, S&P 500 Jobs, jobs, and more jobs were a bright spot in last week’s...

04|24|2023

Leading Indicator Watch | April 21, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Yield Curve, S&P 500 Our leading indicators are showing a possible cooling in the labor market and there...

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...

04|03|2023

Leading Indicator Watch | March 31, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Goods, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment Highlights from the March 31, 2023 Leading Indicator Watch:...

03|27|2023

Leading Indicator Watch | March 24, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Goods, Housing, Yield Curve, S&P 500 Highlights from the March 24, 2023 Leading Indicator Watch: Durable Goods Orders (MoM)(Feb)...