the latest market insights from

 Source Financial Advisors

Timely financial market updates and insights, designed to help you stay on top of today and tomorrow's rapidly changing landscape.


The Latest  From Source

Building financial confidence during critical market changes

Financial Research Trends

Our Weekly Economic Snapshots:

February 19, 2024 | Markets pulled back some on news that U.S. inflation numbers exceeded expectations.

Why It Matters: Markets are hyper-attuned to Fed rate decisions . The combo of surging inflation and last week’s strong jobs data further dims the prospect of near-term rate cuts.

Source: SoberLook

February 19, 2024 | Retail sales were below expectations this month.

Why It Matters: The consumer has been the economy’s workhorse. However, beyond this month’s figures, a concerning trend is emerging—a flatlining in spending. This could spell trouble for markets

Source: SoberLook

February 19, 2024 | Chinese investors are divesting from overseas investments, notably in Commercial Real Estate (CRE).

Why It Matters: Forced sales could worsen the plight in CRE, where occupancy and rents are declining. It also poses risks to regional banks heavily exposed to CRE.

Source: SoberLook

February 19, 2024 | Small business optimism and hiring plans are both trending down.

Why It Matters: Small businesses employ nearly half the U.S. workforce. Their challenges – exacerbated by higher interest rates – are pivotal to the overall economic health.

Source: SoberLook

With Patrick Huang and Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

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With Patrick Huang and Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

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