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The Nvidia Effect Q2’24

May 23, 2024 Ryan JueMarket Musings, Research#AI

Nvidia surges on another blowout earnings driven by #AI buildout demand, but all-time highs have markets cautious on the rest of the ecosystem.

Rate Cuts & the Market

May 21, 2024May 21, 2024 Ryan JueMarket Musings, Research#RateCuts

Investors are so focused on rate cuts this year-why does the stock market care?

Inflation Recovery 📈

May 19, 2024May 19, 2024 Ryan JueResearch, Weekend Update

Markets push to new all-time high on moderating inflation

Markets Cheer April CPI

May 15, 2024May 15, 2024 Ryan JueMarket Musings, Research#RateCuts

Markets pop on rate cuts and “Goldilocks” soft landing optimism after inflation growth slightly moderates in April.

Blooming May 🌸

May 12, 2024May 12, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets

Markets continue to extend May’s early optimism

May Flowers 💐

May 5, 2024May 5, 2024 Ryan JueResearch, Weekend Update#RateCuts

Markets retrenched in April, but starting May with optimism

April In-Review 🌧️

May 3, 2024May 3, 2024 Ryan JueMarket Musings, Research#AI, #Goldilocks, #RateCuts

The S&P 500 fell -4% in April as investor concerns over #RateCuts mount with higher inflation data. Entering May, markets seem more reassured that #RateCuts are still coming just delayed.

Robot Rebound️ 🤖

April 28, 2024April 28, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech

Markets rebound on strong #BigTech earnings bolstered by #AI

Israel Strikes Back ️⚔️

April 21, 2024April 20, 2024 Ryan JueResearch, Weekend Update#AI, #GlobalTension, #RateCuts

Markets slide on escalating #GlobalTensions, #AI spending concerns and pushed out #RateCuts

Geopolitical Tension ⚔️

April 14, 2024April 14, 2024 Ryan JueResearch, Weekend Update#GlobalTension, #RateCuts

Volatile markets swinging on new inflation data and Israel attack

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