Category: Market Musings

Tariffs 2.0

February 23, 2026February 23, 2026 Ryan JueMarket Musings, Research#Inflation, #tariffs

Are markets ready for #Tariffs: Round 2?

Rate Hikes? 😳

February 18, 2026February 18, 2026 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Are rate hikes back on the table?

Jobs Signal or Outlier?

February 4, 2026 Ryan JueMarket Musings, Research#LaborMarkets

Private Jobs Whiff: Signal or Outlier?

January In-Review

February 2, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

January finishes higher despite #Tariffs threats, #RateCuts uncertainty, mixed #AI earnings

Rate Cuts on Pause

January 28, 2026January 28, 2026 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

An optimistic Fed, but Is the economy really good to go?

Fed Expectations

January 26, 2026January 26, 2026 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

No #RateCuts expected this meeting, but what comes next?

Greenland Taco

January 22, 2026 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #tariffs

Markets rebound after Greenland #Tariffs dropped…

Greenland Tariff War

January 21, 2026 Ryan JueMarket Musings, Research#GlobalTension, #Inflation, #tariffs

Markets tumble as #Tariffs and Greenland tensions escalate…

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…