Month: July 2025

Tariffs and Jobs

July 8, 2025July 8, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

There’s been a steady stream of #Tariffs updates this week. Markets are mostly ignoring them, but monitoring economic data for impact.

Stable Labor? 🤔

July 6, 2025July 6, 2025 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts, #tariffs

June rally continues on surging market optimism for #Tariffs certainty and #RateCuts

June In-Review

July 1, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.