Category: Research

AI & Jobs

November 17, 2025November 17, 2025 Ryan JueMarket Musings, Research#AI, #LaborMarkets, #RateCuts

Can Nvidia & September Jobs Report stop the market slide?

Shutdown Rally Stalls

November 15, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #RateCuts

Shutdown ends, but market rally stalls.

A Temporary Reopening?

November 12, 2025November 12, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #RateCuts

Markets hit pause as investors eye #RateCuts and data delays…

Shutdown Ends; Data Starts 🤯

November 10, 2025November 10, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts

Economic data deluge ahead; prepare for post-shutdown catch-up…

The AI “Big Short”?

November 9, 2025 Ryan JueResearch, Weekend Update#AI, #tariffs

Market rally stalls as the “Big Short” bets against #AI…

Jobs Bounce, Tariffs Questioned

November 5, 2025November 5, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rebound as #LaborMarkets bounce and Supreme Court questions #Tariffs…

October In-Review

November 3, 2025 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #CorporateBeltTightening, #Inflation, #RateCuts, #tariffs

Markets rally in October, but caution growing… What’s next for November?

Disappointed Markets

November 2, 2025November 2, 2025 Ryan JueResearch, Weekend Update#AI, #BigTech, #RateCuts, #tariffs

Markets end mixed after #Tariffs trade talks and #BigTech earnings disappoint…

To Cut or Not to Cut?

October 29, 2025October 29, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Fed #RateCuts again, but keeps markets guessing for December…

The Week Ahead 🔮

October 27, 2025October 27, 2025 Ryan JueMarket Musings, Research#BigTech, #Inflation, #RateCuts, #tariffs

Huge market week ahead: Fed, China & earnings on tap