08|08|2023
Market Crunch | August 4, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, PMI, Earnings, Rates, FRB Markets got crunched last week. Is there a reason to...
08|01|2023
Economic Driver? | July 28, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, PMI, Earnings, Rates, FRB It was a good week. Will earnings push that forward...
04|26|2023
Markets Run Aground | April 21, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Financials, Rates, PMI Markets ran aground last week. Details in some reported earnings may...
02|07|2023
Derailing the Fed’s Plan | February 3, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Rates, Jobs, PMI While the Fed was the headliner, the Jobs...
01|31|2023
Are Markets About to Falter? | January 27, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, GDP, PCE, PMI, Earnings Markets surged as earnings season rolled on last...
01|10|2023
Green with Caution…
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Manufacturing, PMI, FRB, Jobs The year opened in the green. Should our...
06|06|2022
Leading Indicator Watch | June 3, 2022
Highlights from the June 3rd Leading Indicator Watch: Continuing Jobless claims fell to 1,309k from 1,343k and initial jobless claims fell to 200k from 211k. JOLTs Job Openings (Apr)...
05|30|2022
Leading Indicator Watch | May 27, 2022
Highlights from the May 27th Leading Indicator Watch: Personal spending remained steady even with cost pressures, rising .9% for the month of April. Be sure to check out more...
02|28|2022
Leading Indicator Watch | February 25, 2022
Highlights from the February 25th Leading Indicator Watch: The money supply, including time deposits, rose by $202B to $21.840T (Jan). Money supply is currently running 91% of current GDP....
12|07|2021
The Charge Lower | December 3, 2021
Headlines included Omicron, Jobs, Manufacturing, and Services PMI. So, what led the charge lower and why? Monday The S&P 500 jumped to open the week, rising 1.32%. This was...