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Category: Market Musings

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Tariff Week ⌛️

July 10, 2025July 10, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

#Tariffs delayed again, but when will it end?

Tariffs and Jobs

July 8, 2025July 8, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

There’s been a steady stream of #Tariffs updates this week. Markets are mostly ignoring them, but monitoring economic data for impact.

Midnight Hammer

June 23, 2025June 23, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #GlobalTension, #tariffs

Markets rally Monday despite the US escalating Middle East tensions with its own strike on Iran.

Fed Still Waiting

June 18, 2025June 18, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Cautious Fed continues to disappoint markets

Tepid Tariff Talks

June 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets slides as China talks ends without significant concessions on either side.

Radio Silent Talks

June 10, 2025June 11, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

Markets drift higher amid China #Tariffs talks and May #Inflation data

Jobs Bullseye 🎯

June 7, 2025June 7, 2025 Ryan JueMarket Musings, Research#LaborMarkets, #tariffs

Markets pop on strong headline #LaborMarkets data, but a deeper dive has us questioning the euphoria.

Goldilocks Jobs Report 🐻🥣

June 5, 2025June 6, 2025 Ryan JueMarket Musings, Research#LaborMarkets, #RateCuts, #tariffs

The market rally finally cracked on Thursday with investors nervous about Friday’s jobs report.

May In-Review

June 2, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

Markets rally in May on thawing US-China #Tariffs relations, but they might be cooling again

Tariff Courts ⚖️

May 29, 2025May 29, 2025 Ryan JueMarket Musings, Research#Recession, #tariffs

Markets whiplash as courts strike down #Tariffs before staying the decision pending more deliberation

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