Category: Weekend Update

Schrodinger’s Tariffs 🙀

February 9, 2025February 9, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #tariffs

Markets swing to a loss after a weaker jobs report and the prospect of more tariffs

Tariffs Are Coming 🥶

February 1, 2025February 1, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Volatile market week with tariffs set start this month

Executive Order Flurry 🌨️

January 26, 2025January 26, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #tariffs

Markets rallied again after a slew of executive orders were announced.

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.