Category: Research

Hawkish Pause 🦅

June 18, 2023June 18, 2023 Ryan JueResearch, Weekend Update#RisingYields

Markets rise for 5th straight week shrugging off hawkish Fed rate forecast…

New Bull Market 🐂

June 11, 2023June 11, 2023 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #Metaverse, #RisingYields

S&P 500 exits current bear market with CPI & Fed on tap

May In-Review 🤖

June 9, 2023June 9, 2023 Ryan JueMarket Musings, Research#AI, #FallingYields, #Recession2023, #RisingYields

Tentative markets gave way to bullish AI fervor to end May on a high…

Goldilocks and the Jobs Market 🐻

June 4, 2023June 4, 2023 Ryan JueResearch, Weekend Update#LaborMarkets, #RisingYields

Markets extend rally after May jobs reports comes in “just right”…

All Aboard the AI Train 🚂

May 29, 2023May 29, 2023 Ryan JueResearch, Weekend Update#AI, #RisingYields

AI super trend continues to fuel growth rally.

Debt Ceiling Optimism 😅

May 21, 2023May 21, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #RisingYields, #RiskOn

Market rallies on debt ceiling optimism

No CPI Surprise 😅

May 14, 2023 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields

In-line CPI increasing market odds for rate hike pause

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.