Category: Weekend Update

Inflation Cools 🧊

January 20, 2025January 20, 2025 Ryan JueResearch, Weekend Update#Inflation

Cooler inflation reignites market optimism

Strong Jobs, Weak Markets

January 12, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #RateCuts

Jobs surged in December causing markets to tumble Friday. Why is a good jobs report bad?

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.

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.

Custom AI Present 🎁

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

No inflation surprise, but a custom AI present

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.

Holiday Shopping Kickoff 🦃

December 1, 2024December 1, 2024 Ryan JueResearch, Weekend Update#AI

Slow week caps a strong November for markets…

AI Train Keeps Rolling 🚂

November 24, 2024November 24, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, goldilo

Another beat and raise for Nvidia, but high #AI expectations are catching up to demand.

Powell Spooks Markets 👻

November 16, 2024November 16, 2024 Ryan JueResearch, Weekend Update#Inflation, #RateCuts

Powell spooked investors that #RateCuts may take longer than hoped.