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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%

Recession Reset 🔄

September 27, 2022September 27, 2022 Ryan JueMarket Musings, Research#InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis, Dollar Cost Averaging

Markets finally coming to terms with aggressive Fed focused on combating inflation. Soft landing recession likely out. What’s next?

Extinguishing Inflation 👩‍🚒💦🔥

September 25, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis

Fed warns markets with economic slowdown and increasing unemployment expectations

Dashed Inflation Hopes 😢

September 18, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields

Market tumbles as inflation not declining as quickly as hoped

Europe Energy Escalation 🇪🇺

September 11, 2022 Ryan JueResearch, Weekend Update#RevengeTravel, #RisingYields, #UkraineCrisis

Markets shake off Russia escalating energy conflict

Double-Edged Labor Market ⚔

September 5, 2022 Ryan JueResearch, Weekend Update#ChinaTension, #RisingYields

The jobs report didn’t get the recession memo…

Sobering Markets ☕️

September 1, 2022September 2, 2022 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields

Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.

The Long Road Ahead 🛣

August 28, 2022August 27, 2022 Ryan JueResearch, Weekend Update#ElectricVehicles, #InflationFears, #RisingYields

Powell pours cold water on inflation peak rally

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