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Year: 2024

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  • 2024
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Inflation Declines 🎉

July 14, 2024July 14, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #RateCuts

Markets extend rally as inflation progress continues

June In-Review

July 10, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

The S&P 500 continued to rally in June up +3.5% on significantly lower inflation data from May. Market optimism has extended into July with markets higher ahead of another round of inflation data.

Fireworks 🎆

July 7, 2024July 7, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets, #RateCuts

Fireworks kick off July as the market rally continues

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.

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