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Category: Weekend Update

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The Grinch Steals Christmas πŸ₯Ί

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 πŸŽ„

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 πŸŽ„

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 πŸ¦ƒ

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

Slow week caps a strong November for markets…

AI Train Keeps Rolling πŸš‚

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 πŸ‘»

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

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

Post-Election Rally πŸ‡ΊπŸ‡Έ

November 10, 2024November 10, 2024 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts

A post-election rally plus a stay-the-course Fed has markets surging.

AI Spending Woes πŸ€–

November 2, 2024November 2, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #LaborMarkets

Markets slump as investors disagree with Big Tech’s AI spending

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