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Category: Market Musings

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DeepSeek Panic 😱

January 27, 2025January 27, 2025 Ryan JueMarket Musings, Research#AI

What’s DeepSeek and did markets tank because of it?

Inflation Cools; Market Rallies 🥳

January 15, 2025January 15, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts

Markets surge as easing inflation reignites rally.

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?

Jobs Week: Jan ’25

January 8, 2025January 8, 2025 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

Is the job market improving? That’s the question for investors this week.

2024: Year of the Rate Cut ✂️

January 1, 2025January 1, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts

While December ended down -2.5% on lowered 2025 rate cut expectations, it was still another amazing year for the S&P 500 up 23% in 2024.

Broadcom vs. Nvidia 🥊

December 17, 2024December 17, 2024 Ryan JueMarket Musings, Research#AI, #BigTech

Nvidia may finally have a legitimate challenger after years of being the undisputed #AI chip leader.

November Inflation 🍂

December 11, 2024December 11, 2024 Ryan JueMarket Musings, Research#Inflation, #RateCuts

Markets rebound with November inflation in-line

Inflation Week 💸

December 9, 2024December 9, 2024 Ryan JueMarket Musings, Research#AI, #Inflation

A quick update on market catalysts for the week including November inflation data and Broadcom’s earnings.

Jobs Week 💼

December 5, 2024December 5, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets

It’s been a labor market week with new data all week, but the big jobs report is coming tomorrow.

November In-Review

December 2, 2024December 5, 2024 Ryan JueMarket Musings, Research#Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #MadeintheUSA, #RateCuts

The S&P surged in November ending up almost 6% following a strong post-election rally.

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