Category: Research

February In-Review

March 4, 2026March 4, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Stocks cooled in February; here’s what could move markets in March…

Diverging Inflation

February 28, 2026February 28, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #tariffs

Hotter-than-expected Producer #Inflation shakes markets…

Tariffs 2.0

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

Are markets ready for #Tariffs: Round 2?

Mixed Macro

February 21, 2026February 21, 2026 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

#Tariffs canceled, sticky #Inflation, rate hike chatter & slowing GDP…

Rate Hikes? 😳

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

Are rate hikes back on the table?

Uncertain Risk

February 8, 2026February 8, 2026 Ryan JueResearch, Weekend Update#AI, #LaborMarkets

Markets tumble as #LaborMarkets fears return, but Friday saves the day…

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

Fed Uncertainty

January 31, 2026 Ryan JueResearch, Weekend Update#BigTech, #Inflation, #RateCuts, #tariffs

Fed Chair nominee & hotter PPI #Inflation shakes market confidence…

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?