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Tale of Two Halves โ˜ฏ๏ธ

June 23, 2024June 23, 2024 Ryan JueResearch, Weekend Update#AI

Slow week as markets growing cautious again

Stocks Up on Unemployment? ๐Ÿค”

June 19, 2024June 19, 2024 Ryan JueMarket Musings, Research#Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

Have you ever wondered why the stock market rises on unemployment?

Inflation Cheer ๐ŸŽ‰

June 16, 2024June 16, 2024 Ryan JueResearch, Weekend Update#RateCuts

The market rally continues on inflation cheer

Inflation Euphoria ๐Ÿ˜Š

June 12, 2024June 12, 2024 Ryan JueMarket Musings, Research#RateCuts

Market surge after CPI data shows inflation moderating and lack of surprise at Fed meeting.

May In-Review

June 10, 2024June 10, 2024 Ryan JueMarket Musings, Research#AI, #Goldilocks, #RateCuts

The S&P 500 rebounded in May ending up +5% with investors rallying on #RateCuts relief and #AI optimism. After an early pop, June has been trading more tentatively ahead of new inflation data.

Calm Before the Storm ๐ŸŒฅ๏ธ

June 9, 2024June 8, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #LaborMarkets, #RateCuts

Markets continue to rise ahead of big macro week

Saved by the Bell ๐Ÿ””

June 2, 2024June 6, 2024 Ryan JueResearch, Weekend Update#AI

Markets cool from highs on tech enterprise weakness

Flat, but Eventful ๐Ÿ˜…

May 27, 2024May 27, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #RateCuts

Volatile week despite S&P ending essentially flat

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๏ผwhy does the stock market care?

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