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Month: September 2025

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Inflation Week đź’¸

September 8, 2025September 8, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #Stagflation, #tariffs

After last week’s weak #LaborMarkets data, the spotlight now shifts to #Inflation-which will set the tone for the Fed’s big meeting next week.

September Jobs Week

September 6, 2025 Ryan JueResearch, Weekend Update#BigTech, #LaborMarkets, #RateCuts, #Recession

August Jobs Report Miss Sparks Recession Fears…

Weak Jobs, Strong Market

September 4, 2025September 4, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #Recession

LaborMarkets weakens, but green light for #RateCuts.

August In-Review

September 2, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets were a rollercoaster in August starting with a #LaborMarkets collapse, but ends at new highs on #RateCuts optimism.

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