Category: Research

April In-Review 🐣

May 11, 2023May 11, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #FallingYields, #Recession2023, #RisingYields

Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.

End of Rising Yields? 🏔

May 7, 2023May 7, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Rate hikes may be ending while April jobs report shows no slowdown.

Big Tech Blowout 🚀

April 30, 2023April 30, 2023 Ryan JueResearch, Weekend Update#AI, #BankingCrisis, #BigTech, #RisingYields

Big Tech earnings didn’t disappoint, but markets still cautious ahead of Fed meeting.

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