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Month: June 2024

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  • 2024
  • June

Crawling Markets 🐛

June 30, 2024June 30, 2024 Ryan JueResearch, Weekend Update#AI

Markets end June crawling despite inflation progress

Is the AI rally over? 🤔

June 26, 2024June 26, 2024 Ryan JueMarket Musings, Research#AI

The AI rally is starting to stall as investors become more cautious.

Tale of Two Halves ☯️

June 23, 2024June 23, 2024 Ryan JueResearch, Weekend Update#AI

Slow week as markets growing cautious again

Stocks Up on Unemployment? 🤔

June 19, 2024June 19, 2024 Ryan JueMarket Musings, Research#Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

Have you ever wondered why the stock market rises on unemployment?

Inflation Cheer 🎉

June 16, 2024June 16, 2024 Ryan JueResearch, Weekend Update#RateCuts

The market rally continues on inflation cheer

Inflation Euphoria 😊

June 12, 2024June 12, 2024 Ryan JueMarket Musings, Research#RateCuts

Market surge after CPI data shows inflation moderating and lack of surprise at Fed meeting.

May In-Review

June 10, 2024June 10, 2024 Ryan JueMarket Musings, Research#AI, #Goldilocks, #RateCuts

The S&P 500 rebounded in May ending up +5% with investors rallying on #RateCuts relief and #AI optimism. After an early pop, June has been trading more tentatively ahead of new inflation data.

Calm Before the Storm 🌥️

June 9, 2024June 8, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #LaborMarkets, #RateCuts

Markets continue to rise ahead of big macro week

Saved by the Bell 🔔

June 2, 2024June 6, 2024 Ryan JueResearch, Weekend Update#AI

Markets cool from highs on tech enterprise weakness


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