Category: Research

Calm Before the Storm 🌥

April 23, 2023April 23, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #ElectricVehicles, #Flight2Safety, #RiskOn

Cautious, sideways market with big earnings week on tap

Rate-Boosted Big Banks 🚀

April 16, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #RisingYields

Big banks kick off with strong earnings benefiting from #RisingYields

Weakening Data 📑

April 9, 2023April 9, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #Recession2023

Markets waver as weak economic data gives pause to bull rally…

Banking Rollercoaster 🎢

April 6, 2023April 6, 2023 Ryan JueMarket Musings, Research#BankingCrisis, #FallingYields, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.

Hungry, Hungry Market 🦛

April 2, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #ConsumerNoConfidence, #Recession2023, #RisingYields

Bullish market as banking crisis and inflation fears fade

Banking Crisis Limits Fed 🏦

March 26, 2023March 26, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #Flight2Safety, #InflationFears, #RisingYields, #RiskOn

Growth pulls ahead as banking crisis limits the Fed’s options

Eyes on the Fed 👀

March 18, 2023March 19, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #RisingYields

Volatile market as banking system remains in limbo

Start-Up Financial Crisis 🚨

March 12, 2023March 12, 2023 Ryan JueResearch, Weekend Update#LaborMarkets, #RisingYields

Market fear surging on Silicon Valley Bank failure…

Rising Rates Reality 💸

March 7, 2023March 7, 2023 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Fed throws cold water on the new year’s rally as inflation declines slow and rate expectations rise

Return of the Dove 🐦

March 5, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #RisingYields

Dovish commentary reinvigorates market rally in March