Category: Research

July’s High High Hopes 🎵

August 3, 2022August 3, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields, Bear Market

Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?

Peaking Inflation Optimists 🤞

July 31, 2022July 31, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields

Strong July finish as opportunistic investors hope for inflation peak

Snap Back to Reality 👻

July 24, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #MadeintheUSA, #RecessionWatch

Snapchat outlook warning topples strong consumer sentiment

Inflation Nation 💸

July 17, 2022July 16, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields

Inflation continues to surge, but consumer remains resilient

Conflicting Consumer 🧐

July 10, 2022July 10, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Consumer confidence sentiment U-turn drives market recovery rally

Halftime Report 🏈

July 6, 2022July 6, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Dividends, #Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis, Bear Market

Halftime 2022－we’re down -21% YTD with a recession looming. Where do we go from here?

Consumer Confidence Chills 🥶

July 4, 2022July 3, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #MadeintheUSA, #RecessionWatch

Consumer confidence falling with high gas and food price struggles

Bearish Sentiment Tide Turns 🌊

June 26, 2022June 26, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel

Market recovers as bearish recession sentiment tides recede

75 is the new 50 (for real) 💸

June 20, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #COVID19, #InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis

Markets sink with Fed forced to aggressively hike rates to combat surging inflation

Welcome to Bear Territory 🐻

June 16, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #COVIDRecovery, #Flight2Safety, #Growth, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields, #UkraineCrisis, Bear Market, Bull Market, Dollar Cost Averaging, Fed, Recession

With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.