Category: Market Musings

The Walmart in the Coal Mine?

February 20, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

Walmart’s muted outlook reignites consumer worries.

Rate Cuts, Tariffs and AI, Oh My!

February 18, 2025February 18, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets opened the shorten week fairly cautious at all-time highs despite lots of uncertainty. Rate cuts, tariffs and AI – what’s the latest?

Inflationary Pressure 🤷‍♂️

February 12, 2025February 12, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

More tariffs and hotter inflation, but do investors care?

Tariffs Delayed… Mostly

February 5, 2025 Ryan JueMarket Musings, Research#tariffs

Markets recovered from the weekend’s tariffs shock after Canada & Mexico make deal. So where are we at now?

January In-Review

February 2, 2025February 2, 2025 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #tariffs

The S&P 500 kicked off the year strong finishing January up almost 3%, but tariffs may derail the rally in February.

3 Takeaways from the Fed Meeting

January 29, 2025January 29, 2025 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

As expected, the Fed held rates flat, but investors were focused when and what will it take for them to resume #RateCuts.

DeepSeek Panic 😱

January 27, 2025January 27, 2025 Ryan JueMarket Musings, Research#AI

What’s DeepSeek and did markets tank because of it?

Inflation Cools; Market Rallies 🥳

January 15, 2025January 15, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts

Markets surge as easing inflation reignites rally.

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?

Jobs Week: Jan ’25

January 8, 2025January 8, 2025 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

Is the job market improving? That’s the question for investors this week.