Month: January 2026

Fed Expectations

January 26, 2026January 26, 2026 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

No #RateCuts expected this meeting, but what comes next?

Greenland Uncertainty

January 25, 2026 Ryan JueResearch, Weekend Update#tariffs

Markets shift from #Tariffs to #BigTech earnings…

Greenland Taco

January 22, 2026 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #tariffs

Markets rebound after Greenland #Tariffs dropped…

Greenland Tariff War

January 21, 2026 Ryan JueMarket Musings, Research#GlobalTension, #Inflation, #tariffs

Markets tumble as #Tariffs and Greenland tensions escalate…

Tariff Clouds

January 18, 2026January 18, 2026 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

#Inflation Week raises more questions as #Tariffs cloud the outlook…

Producer Inflation Warning

January 15, 2026 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #tariffs

Producer #Inflation warning that #Tariffs pressure may not be over…

Still Inflation Uncertainty

January 13, 2026January 14, 2026 Ryan JueMarket Musings, Research#Inflation, #RateCuts

December #Inflation cooler than expected, but markets aren’t convinced…

Saved by the Jobs Report

January 11, 2026 Ryan JueResearch, Weekend Update#ConsumerConfidence, #LaborMarkets

Mixed #LaborMarkets Jobs Report, but #Goldilocks Soft Landing still in play…

Jobs Week Preview

January 7, 2026January 7, 2026 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

Are markets too optimistic for Friday’s Jobs Report?

December In-Review

January 5, 2026January 5, 2026 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

December ends quietly, but #AI caps a massive year for markets