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Forté Capital's Selected Statistics

Retail Sales

Retail sales increased by 0.6% in December 2016 after an increase of 0.2% in November. Excluding autos, retail sales declined from 0.6% in October to 0.3% in November and 0.2% in December. Excluding gas, retail sales showed little change after November's 0.3% advance. In December, declining components to retail sales included electronics and appliances, food and beverages, general merchandisers, and food service and drinking places, while motor vehicles and parts and gasoline stations were strongest.


U.S.
 & World Equity Indexes 12/31/16 YTD Return
S&P
 500 2,239 9.50%
Dow
 Jones Industrials 19,763 13.40%
NASDAQ
 Composite 5,383 7.50%
Shanghai
 Composite (China) 3,104 −12.30%
S&P
 BSE Sensex (India) 26,626 1.90%
Nikkei
 Stock Avg (Japan) 19,114 0.40%
CAC
 40 (France) 4,862 4.90%
DAX
 (Germany) 11,481 6.90%
FTSE
 100 (U.K.) 7,143 14.40%

Selected
 Interest Rates 12/31/16 11/30/16
15-Year
 Mortgage 3.55% 3.25%
30-Year
 Mortgage 4.32% 4.03%
5-Year
 Treasury Bond 1.93% 1.83%
10-Year
 Treasury Bond 2.45% 2.37%
30-Year
 Treasury Bond 3.06% 3.02%

Key
 Economic Statistics; Most Recent; Prior Month
National
Producer

 Price Index 0.30% 0.40%
Consumer
 Price Index 0.30% 0.20%
Unemployment
 Rate 4.70% 4.60%
ISM
 Manufacturing Index 54.70 53.20
ISM
 Services Index 57.20 57.20
Change
 in Non-Farm Payroll Emp. 156,000 178,000
New
 York State
Consumer
 Price Index - NY, NJ, CT 0.10% 0.20%
Unemployment
 Rate 4.90% 5.10%
NYS
 Index of Coincident indicators N/A −1.90%

Consumer Price Index

The Consumer Price Index (CPI) rose 0.3% in December 2016, up from an increase of 0.2% in November. Food was unchanged, as energy prices rose 1.5%, a decline from October's 3.5% rise but ahead of November's 1.2% rise. Core CPI was up 0.2% after being up 0.1% in October and 0.2% in November. As the new administration's policies roll out, they may affect or disrupt future inflation.


Forté
 Capital's Proprietary Bullish Neutral Bearish
Market
 Risk Barometer 10 9 8 7 6 5 4 3 2 1
Market
 Valuation
Monetary
 Environment
Investor
 Psychology
Internal
 Market Technicals
Overall
 Short-Term Outlook 4.14
Overall
 Long-Term Outlook 3.89
As
 of 12/31/16

Equity
 Market Statistics 12/31/16 11/30/16
Dow
 Jones Industrials
Dividend
 Yield 2.51% 2.54%
Price-to-Earnings
 Ratio (12 Mth Trailing) 20.48 20.01
Price-to-Book
 Value 3.32 3.24
S&P
 500 Index
Earnings
 Yield 4.53% 4.79%
Dividend
 Yield 2.07% 2.14%
Price/Earnings
 (12 Mth Trailing) 22.07 20.90
Price/Earnings
 (2016 EPS Est) 20.53 19.45

The information herein was obtained from various sources believed to be accurate; however, Forté Capital does not guarantee its accuracy or completeness. This report was prepared for general information purposes only. Neither the information nor any opinion expressed constitutes an offer to buy or sell any securities, options, or futures contracts. Forté Capital's Proprietary Market Risk Barometer is a summary of 30 indicators and is copyrighted by Forté Capital LLC. For further information, visit www.fortecaptial.com, send a message to info@forte-capital.com, or call 866-586-8100.

 

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