Category: Market Musings

AI Bubble? 🤔

October 9, 2025October 9, 2025 Ryan JueMarket Musings, Research#AI

#AI boom drives markets, but could it end like a Dot-Com burst?

September In-Review

October 7, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

September rallies on #RateCuts, but the shutdown complicates October…

Shutdown & Jobs

October 1, 2025October 1, 2025 Ryan JueMarket Musings, Research#LaborMarkets, #RateCuts

Shutdown + Weak Jobs = More #RateCuts?

Jobs Week

September 28, 2025 Ryan JueMarket Musings, Research#LaborMarkets, #RateCuts, #Recession

It’s Jobs Week! How will markets react?

Rate Cut Rally Fades

September 25, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Market’s #RateCuts rally fades — what reignites it?

No Risk-Free Path

September 23, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Investors are betting on bigger #RateCuts, but Powell’s trying to rein in the optimism.

Risk Management Cut

September 17, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

The Fed resumed #RateCuts, but investors are still wondering what’s ahead.

Dot Plot Watch 🧐

September 15, 2025September 15, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

September #RateCuts looks locked-in, but investors want five more－will the Fed deliver? That’s the big question heading into Wednesday’s Fed meeting.

Inflation 👍, What’s Next?

September 11, 2025September 11, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

#Inflation came in high, but tolerable… That’s good news for markets, but with #LaborMarkets jobless claims spiking is the #Tariffs soft landing really safe?

PPI In-Line, CPI Next

September 10, 2025September 10, 2025 Ryan JueMarket Musings, Ursa#Inflation, #Stagflation, #tariffs

Producer inflation came in mostly in line for August with Core PPI up 0.3% keeping pricing pressures elevated but stable. All eyes now turn to Thursday’s CPI report, which will set the tone for markets and the Fed’s upcoming rate decision.