Category: Weekend Update

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.

Debt Ceiling Optimism 😅

May 21, 2023May 21, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #RisingYields, #RiskOn

Market rallies on debt ceiling optimism

No CPI Surprise 😅

May 14, 2023 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields

In-line CPI increasing market odds for rate hike pause

April In-Review 🐣

May 11, 2023May 11, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #FallingYields, #Recession2023, #RisingYields

Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.

End of Rising Yields? 🏔

May 7, 2023May 7, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Rate hikes may be ending while April jobs report shows no slowdown.

Big Tech Blowout 🚀

April 30, 2023April 30, 2023 Ryan JueResearch, Weekend Update#AI, #BankingCrisis, #BigTech, #RisingYields

Big Tech earnings didn’t disappoint, but markets still cautious ahead of Fed meeting.

Calm Before the Storm 🌥

April 23, 2023April 23, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #ElectricVehicles, #Flight2Safety, #RiskOn

Cautious, sideways market with big earnings week on tap

Rate-Boosted Big Banks 🚀

April 16, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #RisingYields

Big banks kick off with strong earnings benefiting from #RisingYields

Weakening Data 📑

April 9, 2023April 9, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #Recession2023

Markets waver as weak economic data gives pause to bull rally…