Tag: #AI

Ignoring Inflation

May 23, 2026May 23, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #RateHikes

Markets rally ignoring rising #Inflation risks…

Lackluster Talks

May 17, 2026May 17, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

US-China Summit hype overshadows hotter #Inflation…

February In-Review

March 4, 2026March 4, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Stocks cooled in February; here’s what could move markets in March…

Diverging Inflation

February 28, 2026February 28, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #tariffs

Hotter-than-expected Producer #Inflation shakes markets…

Uncertain Risk

February 8, 2026February 8, 2026 Ryan JueResearch, Weekend Update#AI, #LaborMarkets

Markets tumble as #LaborMarkets fears return, but Friday saves the day…

January In-Review

February 2, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

January finishes higher despite #Tariffs threats, #RateCuts uncertainty, mixed #AI earnings

Greenland Taco

January 22, 2026 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #tariffs

Markets rebound after Greenland #Tariffs dropped…

December In-Review

January 5, 2026January 5, 2026 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

December ends quietly, but #AI caps a massive year for markets

An Inflation Santa Rally

January 4, 2026January 4, 2026 Ryan JueResearch, Weekend Update#AI, #ConsumerConfidence, #Inflation

Market Christmas Hangover: Can the rally get back on track?

AI Wobble

December 14, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts

#AI spending sustainability fears overpower Fed optimism…