Tag: #AI

Flight to Safety

July 3, 2026July 3, 2026 Ryan JueResearch, Weekend Update#AI, #Flight2Safety, #LaborMarkets, #RateHikes

A 4th of July rally despite the #AI trade souring…

June In-Review

June 30, 2026July 1, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateHikes

Oil, #RateHikes and #AI likely to drive stocks again in July…

AI Doubts

June 28, 2026 Ryan JueResearch, Weekend Update#AI, #Flight2Safety, #Inflation

Markets fall as investors sour on AI spending returns

Hot, Hot Jobs

June 7, 2026June 8, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #RateHikes

Hot, hot #LaborMarkets have #RateHikes back on the table…

May In-Review

June 3, 2026June 3, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #RateHikes

#AI drives another massive market rally in May, but covers up growing #Inflation fears…

Regressing Hike Fears

May 31, 2026May 31, 2026 Ryan JueResearch, Weekend Update#AI, #GlobalTension, #Inflation, #RateHikes

#Inflation slides, oil falls and #RateHikes fears regress…

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…