Category: Research

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?

Fed Expectations

January 26, 2026January 26, 2026 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

No #RateCuts expected this meeting, but what comes next?

Greenland Uncertainty

January 25, 2026 Ryan JueResearch, Weekend Update#tariffs

Markets shift from #Tariffs to #BigTech earnings…

Greenland Taco

January 22, 2026 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #tariffs

Markets rebound after Greenland #Tariffs dropped…