Month: August 2023

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August 30, 2023August 29, 2023 Ryan JuePromotions

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Faltering AI Rally 🤖

August 27, 2023August 27, 2023 Ryan JueResearch, Weekend Update#AI, #CreditCrunch, #RisingYields

Markets break 2 week loss streak despite faltering AI rally.

Tech Correction 💻

August 20, 2023August 18, 2023 Ryan JueResearch, Weekend Update#BigTech, #CreditCrunch, #Recession2023, #RisingYields

Markets fall again as investors worry the Goldilocks soft landing may not happen.

Credit Crunch 🏦

August 13, 2023August 13, 2023 Ryan JueResearch, Weekend Update#AI, #BankingCrisis, #ChinaTension

Mixed week as markets digest potential bank rating cuts, slowing inflation and more China tension.

July In-Review ⚖️

August 10, 2023August 10, 2023 Ryan JueMarket Musings, Research#AI, #BankingCrisis, #BigTech, #Flight2Safety, #LaborMarkets, #Recession2023, #RisingYields

The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.

Debt Downgrade 🧐

August 5, 2023August 5, 2023 Ryan JueResearch, Weekend Update#LaborMarkets, #RisingYields

Volatile markets turbulent as debt downgrade weighs on relatively solid earnings.