Month: June 2025

Taco Friday 🌮

June 28, 2025June 28, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #GlobalTension, #Inflation, #tariffs

Back to all-time highs after the White House hints at extending #Tariffs pause

Back to the Macro

June 25, 2025June 25, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.

Midnight Hammer

June 23, 2025June 23, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #GlobalTension, #tariffs

Markets rally Monday despite the US escalating Middle East tensions with its own strike on Iran.

Middle East War ⚔️

June 22, 2025June 22, 2025 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

Markets fall on escalating Israel-Iran war and Fed #Tariffs concerns

Fed Still Waiting

June 18, 2025June 18, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Cautious Fed continues to disappoint markets

Middle East Escalation ⚔️

June 15, 2025June 15, 2025 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

Markets tumble Friday after Israel escalates Middle East tension with strikes on Iran.

Tepid Tariff Talks

June 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets slides as China talks ends without significant concessions on either side.

Radio Silent Talks

June 10, 2025June 11, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

Markets drift higher amid China #Tariffs talks and May #Inflation data

Jobs Bullseye 🎯

June 7, 2025June 7, 2025 Ryan JueMarket Musings, Research#LaborMarkets, #tariffs

Markets pop on strong headline #LaborMarkets data, but a deeper dive has us questioning the euphoria.

Goldilocks Jobs Report 🐻🥣

June 5, 2025June 6, 2025 Ryan JueMarket Musings, Research#LaborMarkets, #RateCuts, #tariffs

The market rally finally cracked on Thursday with investors nervous about Friday’s jobs report.