10|15|2024

Monthly Market Monitor | September – 2024

September is in the books, and it was historically strong on the monitor. Are Markets likely to continue this trend? Fixed Income                      2-Yr Treas Yield 3.66% | 10-Yr...

09|05|2024

Monthly Market Monitor | August 2024

Author: Jason Roque, CFP®, APMA®, AWMA® Title: Investment Adviser Rep – CCO Tags: S&P 500, NASDAQ, Yield Curve, FRB, Rates, Nvidia The monitor flashed quite a bit of red...

Consumer

11|20|2023

Leading Indicator Watch | Nov. 17, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:      Investment Adviser Rep TAGS:   Jobs, CPI, Retail Sales, Yields, S&P 500 The Consumer Price Index (CPI)(MoM) was unchanged in October resulting in a drop...

Mortgage

11|14|2023

Leading Indicator Watch | Nov. 10, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Yield, S&P 500, Consumer Sentiment The U.S. MBA 30-year Mortgage Rate fell to 7.61% after hovering around 7.86%...

retail

10|23|2023

Leading Indicator Watch | Oct. 20, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Retail Sales, Housing and Building, Yield Curve, S&P 500 The consumer continues to be the economic driver in this...

consumer

10|18|2023

Leading Indicator Watch | October 13, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Yield Curve, S&P 500, Consumer Sentiment September’s increase in energy costs factored into the Consumer Price Index data...

jobs

10|09|2023

Leading Indicator Watch | October 6, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Factory Orders, Yield Curve, Manufacturing & Services, S&P 500 Jobs, Jobs, and more Jobs… It was a week all...

Consumer Prices

10|02|2023

Leading Indicator Watch | Sept. 29, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment As the focus remains on the direction of consumer...

09|25|2023

Leading Indicator Watch | Sept. 22, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Building, Yield Curve, S&P 500 S&P 500 is our focus this week: The S&P 500 fell by -130.26 points...

09|18|2023

Leading Indicator Watch | Sept. 15, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Retail Sales, Yield Curve, S&P 500, Consumer Sentiment Retail sales showed strength last month, but consumer sentiment could signal a...