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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 (4)

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Weekly Talking Points for Financial Advisors (6/23/25)

Read the highlights of this week's commentary from Helios: Retail sales fell 0.9% in May 2025, mainly due to a drop in auto and appliance purchases...

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Weekly Talking Points for Financial Advisors (6/16/25)

Read the highlights of this week's commentary from Helios: U.S. inflation remained subdued in May, with the Consumer Price Index (CPI) rising 0.1%...

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Weekly Talking Points for Financial Advisors (6/9/25)

Read the highlights of this week's commentary from Helios: The U.S. added 139,000 jobs in May, slightly above expectations, while the unemployment...

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Weekly Talking Points for Financial Advisors (6/2/25)

Read the highlights of this week's commentary from Helios: A U.S. court ruled that President Trump’s reciprocal tariffs exceeded legal authority, but...

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Weekly Talking Points for Financial Advisors (5/27/25)

Read the highlights of this week's commentary from Helios: Bond yields surged this week after a weak long-term Treasury auction and a downgrade of...

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Weekly Talking Points for Financial Advisors (5/19/25)

Read the highlights of this week's commentary from Helios: U.S. inflation cooled in April, with the Consumer Price Index (CPI) rising 0.2% for the...

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Weekly Talking Points for Financial Advisors (5/12/25)

Read the highlights of this week's commentary from Helios: The Federal Reserve held rates steady at their May meeting, citing heightened risks of...

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Weekly Talking Points for Financial Advisors (5/5/25)

Read the highlights of this week's commentary from Helios: US real GDP fell 0.3% in the first quarter, the first decline since 2022, driven by a...

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Weekly Talking Points for Financial Advisors (4/28/25)

Read the highlights of this week's commentary from Helios: Markets rebounded as easing trade tensions boosted sentiment. The S&P 500 rose 3.9%, led...

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