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Year: 2024

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February In-Review 😍

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. We’re seeing similar optimism in March so far, but with a lot more hesitation.

Back to Macro πŸ’Έ

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 πŸš‚

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

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

All Aboard the AI Train πŸš„

February 25, 2024February 25, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks

Blowout earnings from Nvidia sends market to new high

January In-Review 🍾

February 19, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

The S&P 500 extended the end of 2023’s market optimum rising 1.6% to start 2024. We’ve seen that momentum continue into February.

Inflation Reheating πŸ₯΅

February 18, 2024February 17, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #HigherForLonger, #RateCuts

Market rally disrupted by hotter-than-expected inflation data

5,000 πŸ†

February 11, 2024February 11, 2024 Ryan JueResearch, Weekend Update#CyberSecurity, #Goldilocks, #RateCuts

S&P 500 tops the 5,000 point milestone as markets remain giddy

Tech ‘N Jobs πŸ“ˆ

February 4, 2024February 3, 2024 Ryan JueResearch, Weekend Update#BigTech, #Goldilocks, #RateCuts

S&P 500 hits new highs as tech and jobs overcome hawkish Fed

Creeping Higher πŸ›

January 28, 2024January 27, 2024 Ryan JueResearch, Weekend Update

S&P 500 continues to inch up to new highs despite mixed early earnings

New Highs πŸ”οΈ

January 21, 2024January 20, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Strong tech optimism pushes S&P 500 to new highs after 2 years

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