Category: Market Musings

Inflation & Oil & Fed, Oh My

March 18, 2026March 18, 2026 Ryan JueMarket Musings, Research#GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Stocks fall as #Inflation rises and oil rebounds…

Oil Inflation

March 11, 2026 Ryan JueMarket Musings, Research#GlobalTension, #GlobaTension, #Inflation, #RateCuts

Consumer #Inflation stable, but oil keeps markets nervous…

Oil Whiplash

March 9, 2026March 9, 2026 Ryan JueMarket Musings, Research#GlobalTension, #Inflation

Oil surged 30+% after Israeli strikes, but quickly recover…

February In-Review

March 4, 2026March 4, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Stocks cooled in February; here’s what could move markets in March…

Tariffs 2.0

February 23, 2026February 23, 2026 Ryan JueMarket Musings, Research#Inflation, #tariffs

Are markets ready for #Tariffs: Round 2?

Rate Hikes? 😳

February 18, 2026February 18, 2026 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Are rate hikes back on the table?

Jobs Signal or Outlier?

February 4, 2026 Ryan JueMarket Musings, Research#LaborMarkets

Private Jobs Whiff: Signal or Outlier?

January In-Review

February 2, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

January finishes higher despite #Tariffs threats, #RateCuts uncertainty, mixed #AI earnings

Rate Cuts on Pause

January 28, 2026January 28, 2026 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

An optimistic Fed, but Is the economy really good to go?

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?