06|13|2023

Brewing Storm? | June 9, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, ISM, FRB, Rates, Oil, Jobs There was green on the screen to end the...

06|12|2023

Leading Indicator Watch | June 9, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Yield Curve, Services, S&P 500 Again, the S&P 500 rose while Volatility fell slightly. The big story this week...

06|06|2023

Leading Indicator Watch | June 2, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Consumer Confidence, Yield Curve, Manufacturing, S&P 500 Although, the S&P 500 had a healthy rise, Consumer Confidence fell to...

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...