Category: Market Musings

Electronics Exemption 📱

April 14, 2025April 14, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

Markets rally as the White House appears to soften #Tariffs on electronics and cars

Reciprocal Tariff Delay 😅

April 9, 2025April 9, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

Markets surge on reciprocal tariff delay, but China trade war escalates.

Trump Tariffs 🌍

April 2, 2025April 2, 2025 Ryan JueMarket Musings, Research#Recession, #tariffs

The White House just announced a massive slate of #Tariffs on essentially every country.

Q1 In-Review

March 31, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

March tumbles as escalating #Tariffs concerns wipe out YTD gains with Q1 ending down almost -5%

Auto Tariffs 🚙

March 27, 2025March 27, 2025 Ryan JueMarket Musings, Research#tariffs

Are harsh auto #Tariffs a preview of the “targeted” announcements coming next week?

Optimistic Flexibility

March 25, 2025March 26, 2025 Ryan JueMarket Musings, Research#tariffs

Are markets getting too optimistic for teased tariff “flexibility”?

Fed Still on Pause ⏸️

March 19, 2025March 19, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rally on the Fed meeting; here’s our takeaways.

Consumer Conundrum

March 18, 2025March 18, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets bounced off correction territory from last week, but what now?

Escalating Trade War

March 13, 2025March 14, 2025 Ryan JueMarket Musings, Research#Inflation, #Recession, #tariffs

Improving inflation optimism fades as the tariff trade war escalates

Recession Fears

March 11, 2025March 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #Recession, #tariffs

Recession fears spark a market plunge, but are we really headed for a recession?