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Eyes on Big Tech

July 21, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #RateCuts, #tariffs

Markets keep rallying, but this week is all about earnings. Google reports first of the Big Tech names — and all eyes are on AI. Can they prove the investment is worth it?

Macro Resilience

July 19, 2025July 19, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #tariffs

#Inflation and #Tariffs: Here’s What Moved Markets

Tariffflation

July 16, 2025July 16, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

June inflation came in soft, but signs of early tariff impact are starting to show in goods categories like furniture and electronics. Here’s what markets are missing—and what to watch next.

Taco, Taco, No Taco?

July 14, 2025July 14, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets keep betting on #Tariffs getting delayed, but what if at some point they don’t?

Tariffs, Tariffs, Tariffs

July 13, 2025 Ryan JueResearch, Weekend Update#tariffs

This week was all about tariffs, tariffs and more tariffs

Tariff Week ⌛️

July 10, 2025July 10, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

#Tariffs delayed again, but when will it end?

Tariffs and Jobs

July 8, 2025July 8, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

There’s been a steady stream of #Tariffs updates this week. Markets are mostly ignoring them, but monitoring economic data for impact.

Stable Labor? 🤔

July 6, 2025July 6, 2025 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts, #tariffs

June rally continues on surging market optimism for #Tariffs certainty and #RateCuts

June In-Review

July 1, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.

Taco Friday 🌮

June 28, 2025June 28, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #GlobalTension, #Inflation, #tariffs

Back to all-time highs after the White House hints at extending #Tariffs pause

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