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Month: March 2024

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  • 2024
  • March

Anxiously Waiting ๐Ÿ•ฐ๏ธ

March 31, 2024March 31, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Slow, but volatile week as markets await new PCE data released on holiday

Dovish Fed ๐Ÿ•Š๏ธ

March 24, 2024March 24, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Markets surge to new highs after dovish Fed holds #RateCut expectations steady

Inflation Heating Up ๐ŸŒก๏ธ

March 17, 2024March 17, 2024 Ryan JueResearch, Weekend Update#RateCuts

Market ends slightly lower after more hot inflation data

February In-Review ๐Ÿ˜

March 12, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #Goldilocks, #LaborMarkets, #RateCuts

The S&P 500 surged 5% in February extending the market rally to four months. Weโ€™re seeing similar optimism in March so far, but with a lot more hesitation.

Back to Macro ๐Ÿ’ธ

March 10, 2024March 10, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #RateCuts

After another AI rally, markets turn its focus back to the macro environment

AI Keeps Chugging ๐Ÿš‚

March 3, 2024March 3, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks

Off-cycle AI earnings keeps the hype train (and overall markets) moving up


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