Category: Research

December Deceleration? 🕊

December 4, 2022 Ryan JueResearch, Weekend Update#COVID19, #InflationFears, #RecessionWatch, #RisingYields

Markets surge on Powell’s Dec hike deceleration signal

Consumers Consuming 🛍

November 27, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RecessionWatch, #RisingYields, COVID19

Strong online Black Friday sales with consumer spending unabated by inflation

Tale of Two Retailers 🛍

November 20, 2022November 19, 2022 Ryan JueResearch, Weekend Update#Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields

Mixed retail data shows consumer confidence cooling

CPI Party 🎊

November 13, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields, #RiskOn

Market surging on lower than expected CPI data

Persistent Rates 🛑

November 6, 2022 Ryan JueResearch, Weekend Update#CorporateBeltTightening, #RisingYields

Fed extinguishes Oct yield pivot sentiment rally

Big Tech Bloodbath 🩸

October 30, 2022October 29, 2022 Ryan JueResearch, Weekend Update#BigTech, #Metaverse, #RecessionWatch, #RisingYields

Growing Fed pivot sentiment rally drives market despite #BigTech tumbling

Fed Easing Speculation 🤔

October 23, 2022October 22, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields, #RiskOn

Market rallies off stronger earnings, but rate hike speculation volatility continues

Sticky Inflation 🎈

October 16, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #CorporateBeltTightening, #InflationFears, #RecessionWatch, #RisingYields

October rally fades as new CPI data comes in hotter

Playing Recession Chicken 🚘

October 9, 2022 Ryan JueResearch, Weekend Update#ChinaTension, #RecessionWatch, #RisingYields

Market rallies on Fed pivot optimism, but labor still too hot

Wake Me Up When September Ends 😑

October 2, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RecessionWatch, #RisingYields

Markets finish September bloodbath down -9%