Category: Research

China Tariff Deescalation

May 12, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #tariffs

Markets surges as US and China pause #Tariffs, but economic concerns remain.

Trade Talks

May 11, 2025May 11, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #RateCuts, #tariffs

The UK #Tariffs trade deal rally fizzles out with all eyes on the US-China talks this weekend…

Deal Distraction

May 8, 2025May 8, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rise on the first announced #Tariffs trade deal shrugging off a downbeat Fed meeting.

Fretting About the Fed

May 5, 2025May 6, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets finally snap its 9-day green streak, but what are investors worrying about?

Thawing Tension

May 3, 2025May 3, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #Recession, #tariffs

Thawing #ChinaTension and strong #LaborMarkets keep historic market rally going

Recession Proof AI?

May 1, 2025May 1, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

Investors may be starting to worry about a #Recession, but for #AI… what recession?

April In-Review

April 30, 2025April 30, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

The S&P 500 ends April down less than -1% as markets almost fully recover from the #Tariffs correction.

China Deal Optimism 🤞

April 26, 2025April 26, 2025 Ryan JueMarket Musings, Research#tariffs

Markets surge on China #Tariffs optimism and just leaving Powell alone

Forecast Sandbagging? 🤔

April 24, 2025April 24, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets continue to rally on #Tariffs deal optimism yet companies are slashing outlooks on slowing #ConsumerConfidence.

China Deescalation

April 22, 2025April 22, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets sharply rallied Tuesday on optimism for deescalation of the #Tariffs trade war with China.