Year: 2022

Double-Edged Labor Market ⚔

September 5, 2022 Ryan JueResearch, Weekend Update#ChinaTension, #RisingYields

The jobs report didn’t get the recession memo…

Sobering Markets ☕️

September 1, 2022September 2, 2022 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields

Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.

The Long Road Ahead 🛣

August 28, 2022August 27, 2022 Ryan JueResearch, Weekend Update#ElectricVehicles, #InflationFears, #RisingYields

Powell pours cold water on inflation peak rally

Return of the Hawk 🦅

August 21, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RisingYields

Peaking inflation rally cools as hawkish sentiment resurfaces

Inflation Peak 🗻

August 14, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RisingYields

Market euphoria as July inflation finally slows off peak

Risk ON 🚀

August 7, 2022August 7, 2022 Ryan JueResearch, Weekend Update#ChinaTension, #ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel

Growth leads markets higher as S&P 500 extends July gains

July’s High High Hopes 🎵

August 3, 2022August 3, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields, Bear Market

Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?

Peaking Inflation Optimists 🤞

July 31, 2022July 31, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields

Strong July finish as opportunistic investors hope for inflation peak

Snap Back to Reality 👻

July 24, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #MadeintheUSA, #RecessionWatch

Snapchat outlook warning topples strong consumer sentiment

Inflation Nation 💸

July 17, 2022July 16, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields

Inflation continues to surge, but consumer remains resilient