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...
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....
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|22|2024
Leading Indicator Watch | January 19, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Retail Sales, Mortgages, Yields, S&P 500 MBA Mortgage Applications (WoW) rose 10.4% for the week on the back of...
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...
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...
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...
10|24|2023
More Storms Ahead? | Oct. 20, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Retail Sales, Housing, Jobs Equities and Bonds had a rough week. Is this a signal of more...
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...
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...