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Category: Market Musings

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Tariffflation

July 16, 2025July 16, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

June inflation came in soft, but signs of early tariff impact are starting to show in goods categories like furniture and electronics. Here’s what markets are missing—and what to watch next.

Taco, Taco, No Taco?

July 14, 2025July 14, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets keep betting on #Tariffs getting delayed, but what if at some point they don’t?

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.

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Recent Posts

  • Tariffflation
  • Taco, Taco, No Taco?
  • Tariffs, Tariffs, Tariffs
  • Tariff Week ⌛️
  • Tariffs and Jobs


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