Month: November 2022

Consumers Consuming 🛍

November 27, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RecessionWatch, #RisingYields, COVID19

Strong online Black Friday sales with consumer spending unabated by inflation

Tale of Two Retailers 🛍

November 20, 2022November 19, 2022 Ryan JueResearch, Weekend Update#Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields

Mixed retail data shows consumer confidence cooling

CPI Party 🎊

November 13, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields, #RiskOn

Market surging on lower than expected CPI data

Persistent Rates 🛑

November 6, 2022 Ryan JueResearch, Weekend Update#CorporateBeltTightening, #RisingYields

Fed extinguishes Oct yield pivot sentiment rally