Category: Market Musings

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…

Delayed Jobs Let Down

November 20, 2025 Ryan JueMarket Musings, Research#AI, #LaborMarkets, #RateCuts

Market Euphoria Reverses on Jobs Report

AI: Alive & Well 🤖

November 19, 2025November 19, 2025 Ryan JueMarket Musings, Research#AI, #LaborMarkets, #RateCuts

Nvidia Earnings Blowout: What It Could Mean For The AI Trade

AI & Jobs

November 17, 2025November 17, 2025 Ryan JueMarket Musings, Research#AI, #LaborMarkets, #RateCuts

Can Nvidia & September Jobs Report stop the market slide?

A Temporary Reopening?

November 12, 2025November 12, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #RateCuts

Markets hit pause as investors eye #RateCuts and data delays…

Shutdown Ends; Data Starts 🤯

November 10, 2025November 10, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts

Economic data deluge ahead; prepare for post-shutdown catch-up…