Category: Weekend Update

Macro Volatility ️🏦

April 6, 2024April 6, 2024 Ryan JueResearch, Weekend Update#LaborMarkets

Markets end lower after a volatile macro week

Anxiously Waiting 🕰️

March 31, 2024March 31, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Slow, but volatile week as markets await new PCE data released on holiday

Dovish Fed 🕊️

March 24, 2024March 24, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Markets surge to new highs after dovish Fed holds #RateCut expectations steady

Inflation Heating Up 🌡️

March 17, 2024March 17, 2024 Ryan JueResearch, Weekend Update#RateCuts

Market ends slightly lower after more hot inflation data

Back to Macro 💸

March 10, 2024March 10, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #RateCuts

After another AI rally, markets turn its focus back to the macro environment

AI Keeps Chugging 🚂

March 3, 2024March 3, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks

Off-cycle AI earnings keeps the hype train (and overall markets) moving up

All Aboard the AI Train 🚄

February 25, 2024February 25, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks

Blowout earnings from Nvidia sends market to new high

Inflation Reheating 🥵

February 18, 2024February 17, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #HigherForLonger, #RateCuts

Market rally disrupted by hotter-than-expected inflation data

5,000 🏆

February 11, 2024February 11, 2024 Ryan JueResearch, Weekend Update#CyberSecurity, #Goldilocks, #RateCuts

S&P 500 tops the 5,000 point milestone as markets remain giddy

Tech ‘N Jobs 📈

February 4, 2024February 3, 2024 Ryan JueResearch, Weekend Update#BigTech, #Goldilocks, #RateCuts

S&P 500 hits new highs as tech and jobs overcome hawkish Fed