Month: January 2026

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

An Inflation Santa Rally

January 4, 2026January 4, 2026 Ryan JueResearch, Weekend Update#AI, #ConsumerConfidence, #Inflation

Market Christmas Hangover: Can the rally get back on track?