Category: Market Musings

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…

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

The Jobs Report Wrench 🔧

December 16, 2025December 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts

#Goldilocks Soft Landing hits snag after #LaborMarket Jobs Report with #Inflation looming…

Fed Fight

December 10, 2025 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts

#RateCuts for weak #LaborMarkets, but sticky #Inflation may block more…

2026 Rate Cuts? 🤔

December 9, 2025December 9, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

Will the Fed increase 2026 #RateCuts expectations?

Dec Cut Locked?

December 3, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

Private #LaborMarkets shrank in November—did that just lock-in December #RateCuts?

November In-Review

December 1, 2025December 2, 2025 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts

Stocks struggled through November before a Thanksgiving comeback. Will it continue?

Consumer Red Flags

November 25, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #RateCuts, #Recession

#RateCuts hype’s back, but #ConsumerConfidence red flags ahead of Black Friday…