05|31|2023
A Beating in the Storm? | May 26, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling, Chips, GDP, Rates Markets managed to eke out a win, but not...
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|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...