Category: Weekend Update

The Last Hike? 💸

July 30, 2023July 30, 2023 Ryan JueResearch, Weekend Update#RisingYields

Markets rally again on economic soft landing hopes…

Bank Beats 🎶

July 22, 2023July 22, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #BigTech, #ElectricVehicles, #Flight2Safety, #RisingYields, #RiskOn

Strong bank earnings and market rotation offset weakening high-growth.

Falling Inflation 😄

July 15, 2023July 15, 2023 Ryan JueResearch, Weekend Update#Recession2023

The market rally continues as inflation continues to moderate…

Tensions Rising 🌡

July 9, 2023July 9, 2023 Ryan JueResearch, Weekend Update#AI, #ChinaTension, #RisingYields

Mixed labor signals as investors continue to weigh rate hike and recession odds.

Stressed Banks Pass 😅

July 2, 2023July 2, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #Recession2023, #RisingYields

Strong close to 1H 2023 as rally continues on bank stress tests and more balanced data.

Market Hesitancy 🤔

June 25, 2023June 24, 2023 Ryan JueResearch, Weekend Update#RisingYields

Markets more cautious breaking S&P 500’s 5-week green streak.

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

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.