Category: Research

Jobs Week: Jan ’25

January 8, 2025January 8, 2025 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

Is the job market improving? That’s the question for investors this week.

The Grinch Steals Christmas 🥺

January 4, 2025January 4, 2025 Ryan JueResearch, Weekend Update#Deregulation

Markets finally turn green on Friday rebounding from 5 straight days of red since Christmas.

2024: Year of the Rate Cut ✂️

January 1, 2025January 1, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts

While December ended down -2.5% on lowered 2025 rate cut expectations, it was still another amazing year for the S&P 500 up 23% in 2024.

Christmas Rollercoaster 🎢

December 29, 2024December 29, 2024 Ryan JueResearch, Weekend Update#ConsumerConfidence

Market whiplash after early Santa rally fizzles out

How the Fed Stole Christmas 🎄

December 21, 2024December 21, 2024 Ryan JueResearch, Weekend Update#Inflation, #RateCuts

Markets turn red after the Fed lowers its #RateCuts forecast.

Broadcom vs. Nvidia 🥊

December 17, 2024December 17, 2024 Ryan JueMarket Musings, Research#AI, #BigTech

Nvidia may finally have a legitimate challenger after years of being the undisputed #AI chip leader.

Custom AI Present 🎁

December 15, 2024December 15, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #Inflation, #RateCuts

No inflation surprise, but a custom AI present

November Inflation 🍂

December 11, 2024December 11, 2024 Ryan JueMarket Musings, Research#Inflation, #RateCuts

Markets rebound with November inflation in-line

Inflation Week 💸

December 9, 2024December 9, 2024 Ryan JueMarket Musings, Research#AI, #Inflation

A quick update on market catalysts for the week including November inflation data and Broadcom’s earnings.

Christmas Time 🎄

December 7, 2024December 7, 2024 Ryan JueResearch, Weekend Update#ConsumerConfidence, #LaborMarkets

The jobs report didn’t disappoint. We don’t see anything likely standing in the way of a Christmas rally now.