04|16|2024

Inflated Importance? | April 12, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Small Business, CPI, FRB Minutes, PPI, Jobs, Earnings    The week was all about inflation data, but...

04|15|2024

Leading Indicator Watch | April 12, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Yields, S&P 500 Core Consumer Price Index (CPI)(MoM)(Mar) rose more than expected for the 3rd straight month, increasing by...

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...

03|18|2024

Leading Indicator Watch | March 15, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, PPI, Yields, S&P 500 Price data made headlines this past week: The Core Consumer Price Index (CPI)(Feb) rose...

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|17|2024

Sustainably Higher??? | January 12, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, CPI, PPI    The market rebounded last week. Is it a sustainable shift higher?...

01|17|2024

Leading Indicator Watch | January 12th, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, PPI, Yields, S&P 500 Our focus this week is in Consumer Goods & Materials; prices will continue to be...

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...