Category: Market Musings

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.

Trump Tariffs 💰

November 26, 2024November 27, 2024 Ryan JueMarket Musings, Research#Goldilocks, #RateCuts, #tariffs

Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.

The Nvidia Effect Q4’24

November 18, 2024 Ryan JueMarket Musings, Research#AI, #BigTech

Nvidia is reporting Wednesday and that means－it’s an #AI week.

In-line, but Sticky Inflation

November 13, 2024November 13, 2024 Ryan JueMarket Musings, Research#Inflation

Markets are essentially flat after sticky October inflation comes in as expected.

Election Winners & Losers 🇺🇸

November 6, 2024November 6, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #ChinaTension, #ElectricVehicles, #GoingGreen, #MadeintheUSA, #TrumpTrade

Trump won－so what does this mean for stocks?

October In-Review

November 4, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #LaborMarkets

The S&P ended October down -1% as AI spend sinks markets; investors bracing for election uncertainty, but we’re wary of labor markets.

The Q3 Big Tech AI Scorecard

October 30, 2024October 30, 2024 Ryan JueMarket Musings, Research#AI, #BigTech

Some quick #AI takeaways from #BigTech earnings

Oil Casualty 🛢️

October 28, 2024October 28, 2024 Ryan JueMarket Musings, Research#GlobalTension, #Goldilocks

Oil prices sharply fall after Israel’s retaliation avoids Iran energy.

Bumpy Earnings

October 24, 2024October 24, 2024 Ryan JueMarket Musings, Research

Earnings are off to a bumpy start with some winners and losers

Loosening Businesses

October 21, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #CorporateBeltTightening, #Goldilocks, #LaborMarkets, #RateCuts

It was a cautious start ahead of a big earnings week