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Helios Insights

Stay ahead with data-driven insights from Helios. Explore quantitative research, risk management frameworks, market commentary, and strategies that help advisors scale, differentiate, and improve client outcomes.

Weekly Talking Points (14)

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Weekly Talking Points for Financial Advisors (09/29/23)

Read the highlights of this week's commentary from Helios: Data released last week showed US consumer spending in the second quarter grew at a slower...

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Weekly Talking Points for Financial Advisors (9/22/23)

Read the highlights of this week's commentary from Helios: On Wednesday, the Federal Reserve kept interest rates unchanged at 5.25% to 5.5% and...

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Weekly Talking Points for Financial Advisors (9/15/23)

Read the highlights of this week's commentary from Helios: August’s Consumer Price Index recorded its largest month-over-month increase this year, up...

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Weekly Talking Points for Financial Advisors (9/8/23)

Read the highlights of this week's commentary from Helios: China announced a ban on iPhones in government agencies on Wednesday, leading to a greater...

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Weekly Talking Points for Financial Advisors (9/4/23)

Read the highlights of this week's commentary from Helios: The latest U.S. jobs data indicated a controlled cooling of the labor market with solid...

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Weekly Talking Points for Financial Advisors (8/28/23)

Read the highlights of this week's commentary from Helios: Federal Reserve Chair Jerome Powell delivered remarks at the annual Jackson Hole Economic...

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Weekly Talking Points for Financial Advisors (8/21/23)

Read the highlights of this week's commentary from Helios: With the recent surge in the 30-year fixed mortgage rate above 7%, affordability has...

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Weekly Talking Points for Financial Advisors (8/14/23)

Read the highlights of this week's commentary from Helios: In July, the consumer price index (CPI) rose 3.2% year-over-year (vs. 3.0% prior) and core...

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Weekly Talking Points for Financial Advisors (8/7/23)

Read the highlights of this week's commentary from Helios: Nonfarm payrolls increased by 187K in July, lower than the consensus estimate of 200K, and...

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