04|30|2024

Market Breather…| April 26, 2024

Markets grew for the week for the first time in a month. Is it a reason to celebrate or a breather in the pullback? Monday                      S&P 500 0.87% | NASDAQ...

04|29|2024

Leading Indicator Watch | April 26, 2024

The S&P 500 Index recovered most of the prior week’s losses, rising 132.73 points for the week and closing at 5,099.96 (up 6.92% YTD). The CBOE Volatility Index (VIX)...

04|02|2024

Steady As She Goes…| March 29, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Housing Data, Durable Goods, GDP, Sentiment, PCE   Markets were little changed for the week. Is this a...

03|05|2024

Next Move…| March 1, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, housing, earnings, GDP, PCE, Manufacturing Markets advanced on the week, but was there a tell about the...

consumer

03|04|2024

Leading Indicator Watch | March 1, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Goods, Housing, Yields, Money Supply, S&P 500, Consumer Sentiment The U. of Michigan Consumer Sentiment fell to 76.9...

hope

01|30|2024

Is There Any Hope? | January 26, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earning, GDP, Rates, PCE    Equities advanced and the economy looked strong in the fourth quarter. Does...

01|29|2024

Leading Indicator Watch | January 26, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, GDP, Housing and Building, Yields, M2 Money Supply, S&P 500 Gross Domestic Product (GDP)(QoQ)(Q4) exceeded expectations, rising by...

gains

01|02|2024

Leading Indicator Watch | Dec. 29, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Housing, Yields, S&P 500, Consumer Confidence The S&P 500 rose 15.20 points this week, closing at 4,769.83. The...

rally

12|27|2023

Green Santa? | December 22, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, FDX, Oil, Jobs, PCE    The week ended in the green as the Santa Claus Rally...

goods

12|26|2023

Leading Indicator Watch | Dec. 22, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Housing, Yields, Housing, S&P 500, Consumer Confidence The PCE Price Index (YoY)(Nov) fell lower to 2.6% from 2.9%...